AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
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
101
$3.75M 0.19%
31,288
+313
102
$3.75M 0.19%
126,947
+29,362
103
$3.75M 0.19%
58,555
+37,511
104
$3.74M 0.19%
126,645
+5,503
105
$3.73M 0.19%
21,667
+185
106
$3.69M 0.18%
25,177
+1,028
107
$3.67M 0.18%
43,798
-8,542
108
$3.65M 0.18%
19,279
+6,810
109
$3.58M 0.18%
52,505
+3,261
110
$3.56M 0.18%
68,048
+2,530
111
$3.54M 0.18%
46,089
-1,643
112
$3.54M 0.18%
61,950
+5,872
113
$3.53M 0.18%
30,978
+3,066
114
$3.52M 0.17%
55,282
+48,182
115
$3.51M 0.17%
25,854
+2,037
116
$3.51M 0.17%
72,984
+1,875
117
$3.48M 0.17%
68,566
-1,598
118
$3.45M 0.17%
+58,208
119
$3.45M 0.17%
27,571
-18,767
120
$3.41M 0.17%
19,623
+5,663
121
$3.4M 0.17%
22,175
+3,549
122
$3.38M 0.17%
32,431
+6,179
123
$3.38M 0.17%
73,277
+9,973
124
$3.37M 0.17%
56,891
+22,788
125
$3.36M 0.17%
35,360
-1,616
3 4
5
6 7