AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
907
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$14.4M
3
+$10.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.83M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.55M

Top Sells

1
+$28.8M
2
+$10.7M
3
+$9.65M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.65M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$5.6M

Sector Composition

1 Technology 5.47%
2 Financials 4.8%
3 Healthcare 4.52%
4 Industrials 3.56%
5 Consumer Discretionary 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$296K 0.01%
5,405
-355
652
$296K 0.01%
4,459
-255
653
$295K 0.01%
11,231
+1,602
654
$295K 0.01%
4,883
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655
$295K 0.01%
+3,597
656
$295K 0.01%
12,820
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657
$295K 0.01%
2,919
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658
$295K 0.01%
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659
$294K 0.01%
2,800
-30,765
660
$293K 0.01%
7,860
-306
661
$292K 0.01%
+3,658
662
$292K 0.01%
+3,335
663
$291K 0.01%
+5,696
664
$290K 0.01%
2,892
+303
665
$289K 0.01%
4,364
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666
$288K 0.01%
12,547
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667
$288K 0.01%
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668
$288K 0.01%
11,977
-2,736
669
$287K 0.01%
4,160
-160
670
$286K 0.01%
+5,644
671
$286K 0.01%
+5,708
672
$285K 0.01%
1,659
-159
673
$284K 0.01%
+4,366
674
$283K 0.01%
6,541
-990
675
$281K 0.01%
2,222
+203
25 26
27
28 29