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
776
$193K 0.01%
51,373
+29,987
777
$192K 0.01%
14,891
-10,975
778
$192K 0.01%
64,616
+11,640
779
$190K 0.01%
+18,604
780
$188K 0.01%
91,629
+3,677
781
$185K 0.01%
+10,780
782
$181K 0.01%
3,371
-4,467
783
$180K 0.01%
11,463
-1,643
784
$178K 0.01%
24,303
+4,812
785
$169K 0.01%
9,949
+1,891
786
$165K 0.01%
+13,218
787
$162K 0.01%
27,444
-8,923
788
$158K 0.01%
+16,817
789
$154K 0.01%
22,799
+6,550
790
$147K 0.01%
17,492
+417
791
$147K 0.01%
16,708
+4,543
792
$147K 0.01%
2,302
+738
793
$146K 0.01%
22,442
+574
794
$144K 0.01%
14,345
-6,798
795
$143K 0.01%
14,667
+2,032
796
$138K 0.01%
11,384
-7,081
797
$136K 0.01%
+11,084
798
$135K 0.01%
+15,883
799
$133K 0.01%
16,670
+2,604
800
$132K 0.01%
+10,216
30 31
32
33 34