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
$1.54B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$17.8M
3
+$10.1M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.23M

Top Sells

1
+$12.4M
2
+$8.89M
3
+$6.98M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.56M

Sector Composition

1 Technology 5.33%
2 Healthcare 4.44%
3 Financials 3.93%
4 Industrials 3.34%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.69M 0.24%
32,096
+7,922
77
$3.69M 0.24%
86,899
+15,536
78
$3.67M 0.24%
44,415
-8,385
79
$3.59M 0.23%
72,267
-3,931
80
$3.56M 0.23%
42,935
+5,437
81
$3.54M 0.23%
25,785
+3,746
82
$3.51M 0.23%
21,103
+4,316
83
$3.51M 0.23%
78,632
+9,993
84
$3.49M 0.23%
30,439
+10,138
85
$3.48M 0.23%
66,172
+10,018
86
$3.42M 0.22%
26,026
+1,787
87
$3.4M 0.22%
116,966
+95,469
88
$3.39M 0.22%
51,117
+15,923
89
$3.36M 0.22%
39,979
+3,483
90
$3.26M 0.21%
+44,822
91
$3.26M 0.21%
19,544
+1,023
92
$3.25M 0.21%
36,967
+2,494
93
$3.23M 0.21%
277,260
+67,654
94
$3.21M 0.21%
85,391
+2,683
95
$3.11M 0.2%
64,767
+4,164
96
$3.11M 0.2%
87,888
+22,126
97
$3.1M 0.2%
64,123
+1,420
98
$3.08M 0.2%
22,101
+3,952
99
$3.07M 0.2%
41,380
-6,782
100
$3.04M 0.2%
25,710
+6,366
2 3
4
5 6