AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$23.3M
2
+$17.2M
3
+$9.92M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M

Top Sells

1
+$12.3M
2
+$8.88M
3
+$6.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.76M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.43M

Sector Composition

1 Technology 5.18%
2 Healthcare 4.44%
3 Financials 3.93%
4 Industrials 3.49%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-9,559
727
– –
-15,674
728
– –
-6,955
729
– –
-2,045
730
– –
-6,420
731
– –
-6,371
732
– –
-5,511
733
– –
-4,321
734
– –
-14,258
735
– –
-19,328
736
– –
-10,263
737
– –
-13,640
738
– –
-4,128
26 27 28 29
30