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
$1.54B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$17.8M
3
+$10.1M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.23M

Top Sells

1
+$12.4M
2
+$8.89M
3
+$6.98M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.56M

Sector Composition

1 Technology 5.33%
2 Healthcare 4.44%
3 Financials 3.93%
4 Industrials 3.34%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.43M 0.35%
226,545
+125,718
52
$5.41M 0.35%
86,864
+52,368
53
$5.4M 0.35%
99,128
-6,942
54
$5.19M 0.34%
45,610
+26,639
55
$5.18M 0.34%
36,239
+3,763
56
$5.07M 0.33%
61,801
-3,521
57
$4.93M 0.32%
91,877
+22,704
58
$4.87M 0.32%
144,190
+13,300
59
$4.79M 0.31%
36,365
+4,829
60
$4.78M 0.31%
42,352
+5,171
61
$4.78M 0.31%
57,179
-17,245
62
$4.74M 0.31%
39,297
+15,755
63
$4.61M 0.3%
37,477
-4,214
64
$4.57M 0.3%
86,981
+7,433
65
$4.56M 0.3%
75,217
+5,480
66
$4.55M 0.3%
42,344
+10,120
67
$4.47M 0.29%
50,976
+17,266
68
$4.47M 0.29%
37,903
+23,238
69
$4.46M 0.29%
49,538
+10,633
70
$4.36M 0.28%
43,680
+7,992
71
$4.2M 0.27%
70,198
+12,250
72
$4.16M 0.27%
93,880
+7,060
73
$3.92M 0.26%
80,131
+38,237
74
$3.82M 0.25%
140,925
+7,995
75
$3.76M 0.24%
41,760
+3,729
1 2
3
4 5