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
$2.28B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$24.1M
3
+$16.1M
4
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$14.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$13.9M

Top Sells

1
+$16M
2
+$15.6M
3
+$15.2M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$10.3M

Sector Composition

1 Technology 5.71%
2 Financials 4.57%
3 Healthcare 4.3%
4 Consumer Discretionary 3.67%
5 Industrials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$225K 0.01%
+1,797
852
$225K 0.01%
2,059
+220
853
$224K 0.01%
+1,330
854
$224K 0.01%
+4,795
855
$223K 0.01%
+3,813
856
$223K 0.01%
1,622
-444
857
$223K 0.01%
3,334
-426
858
$223K 0.01%
+7,264
859
$222K 0.01%
+15,365
860
$221K 0.01%
+18,637
861
$221K 0.01%
5,985
-2,210
862
$220K 0.01%
+6,216
863
$220K 0.01%
+14,084
864
$220K 0.01%
6,055
-1,195
865
$219K 0.01%
+5,995
866
$219K 0.01%
4,128
-7,324
867
$219K 0.01%
2,037
-591
868
$219K 0.01%
26,085
+5,544
869
$218K 0.01%
5,735
-2
870
$218K 0.01%
15,551
+1,845
871
$218K 0.01%
+1,394
872
$217K 0.01%
+2,571
873
$217K 0.01%
2,412
-70
874
$216K 0.01%
2,364
-911
875
$216K 0.01%
+6,289
33 34
35
36 37