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
726
$241K 0.01%
+4,240
727
$237K 0.01%
27,847
+395
728
$237K 0.01%
+7,498
729
$237K 0.01%
1,189
+44
730
$237K 0.01%
+6,544
731
$235K 0.01%
3,615
+1,224
732
$234K 0.01%
8,148
-1,558
733
$234K 0.01%
+8,887
734
$233K 0.01%
1,735
+101
735
$232K 0.01%
6,507
-2,274
736
$231K 0.01%
+16,920
737
$231K 0.01%
+7,296
738
$230K 0.01%
+7,246
739
$227K 0.01%
+7,546
740
$225K 0.01%
3,428
+126
741
$224K 0.01%
4,027
-651
742
$224K 0.01%
8,382
-269
743
$224K 0.01%
+10,409
744
$224K 0.01%
+3,190
745
$223K 0.01%
3,679
-3,905
746
$223K 0.01%
4,262
-91
747
$222K 0.01%
+5,131
748
$222K 0.01%
12,513
-495
749
$222K 0.01%
3,017
-350
750
$221K 0.01%
32,832
+12,843
28 29
30
31 32