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
101
$3.02M 0.2%
118,831
-4,216
102
$2.98M 0.19%
26,614
+3,921
103
$2.93M 0.19%
70,680
+12,860
104
$2.93M 0.19%
22,617
+2,489
105
$2.92M 0.19%
77,192
+50,988
106
$2.92M 0.19%
100,044
+36,818
107
$2.91M 0.19%
+80,083
108
$2.88M 0.19%
25,370
+3,852
109
$2.87M 0.19%
53,017
+5,513
110
$2.85M 0.19%
41,885
+13,415
111
$2.81M 0.18%
56,556
+13,177
112
$2.81M 0.18%
66,300
+6,040
113
$2.75M 0.18%
29,654
+8,236
114
$2.75M 0.18%
43,401
+14,822
115
$2.74M 0.18%
49,190
+719
116
$2.71M 0.18%
17,735
+998
117
$2.7M 0.18%
62,944
+20,858
118
$2.69M 0.18%
52,888
+12,903
119
$2.66M 0.17%
22,060
+1,812
120
$2.64M 0.17%
40,301
+5,319
121
$2.64M 0.17%
32,177
+7,833
122
$2.61M 0.17%
45,417
+6,883
123
$2.6M 0.17%
96,286
+14,329
124
$2.6M 0.17%
58,514
+5,617
125
$2.58M 0.17%
84,247
+18,550
3 4
5
6 7