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
751
$219K 0.01%
+2,416
752
$219K 0.01%
+3,408
753
$218K 0.01%
+48,588
754
$218K 0.01%
+2,230
755
$216K 0.01%
+4,440
756
$216K 0.01%
16,498
+2,672
757
$213K 0.01%
+5,822
758
$211K 0.01%
+5,822
759
$208K 0.01%
+12,300
760
$208K 0.01%
+11,101
761
$207K 0.01%
11,991
+944
762
$207K 0.01%
+3,258
763
$207K 0.01%
+2,536
764
$205K 0.01%
+9,996
765
$204K 0.01%
+6,649
766
$204K 0.01%
+6,303
767
$204K 0.01%
+7,153
768
$204K 0.01%
+6,066
769
$204K 0.01%
7,169
-1,268
770
$203K 0.01%
13,824
+979
771
$203K 0.01%
+2,091
772
$202K 0.01%
1,842
-284
773
$201K 0.01%
283
-397
774
$200K 0.01%
6,615
-741
775
$200K 0.01%
+9,287
29 30
31
32 33