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
676
$280K 0.01%
+9,646
677
$280K 0.01%
7,351
-8,949
678
$280K 0.01%
12,811
+1,249
679
$278K 0.01%
+10,101
680
$277K 0.01%
16,395
+5,844
681
$275K 0.01%
2,560
-6
682
$275K 0.01%
5,163
-2,101
683
$274K 0.01%
11,531
+1,321
684
$272K 0.01%
+13,280
685
$271K 0.01%
5,159
-778
686
$271K 0.01%
4,285
-41,621
687
$271K 0.01%
2,960
-17
688
$271K 0.01%
19,482
-451
689
$270K 0.01%
+3,258
690
$269K 0.01%
11,177
+1,893
691
$268K 0.01%
6,443
+23
692
$267K 0.01%
1,969
-107
693
$265K 0.01%
15,600
+1,400
694
$262K 0.01%
2,444
+33
695
$262K 0.01%
2,387
-19
696
$262K 0.01%
+3,108
697
$261K 0.01%
+2,914
698
$261K 0.01%
2,716
+92
699
$261K 0.01%
+2,917
700
$260K 0.01%
3,976
+80
26 27
28
29 30