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
701
$260K 0.01%
10,164
-6,231
702
$259K 0.01%
+1,996
703
$259K 0.01%
7,345
-315
704
$258K 0.01%
5,746
-75
705
$258K 0.01%
11,644
+53
706
$257K 0.01%
2,146
+324
707
$255K 0.01%
+5,289
708
$254K 0.01%
+5,811
709
$254K 0.01%
2,229
+203
710
$253K 0.01%
14,180
711
$253K 0.01%
12,082
-1,220
712
$253K 0.01%
2,941
+280
713
$251K 0.01%
2,193
-239
714
$248K 0.01%
2,322
-4,173
715
$248K 0.01%
+1,752
716
$248K 0.01%
+7,457
717
$246K 0.01%
7,078
+202
718
$246K 0.01%
+1,430
719
$245K 0.01%
+6,122
720
$243K 0.01%
2,100
+95
721
$243K 0.01%
+3,806
722
$243K 0.01%
+5,651
723
$243K 0.01%
17,474
+889
724
$242K 0.01%
+6,139
725
$242K 0.01%
+14,645
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