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
151
$2.32M 0.15%
78,988
+22,189
152
$2.32M 0.15%
14,484
+3,965
153
$2.31M 0.15%
21,665
-6,306
154
$2.31M 0.15%
126,738
+41,278
155
$2.29M 0.15%
44,782
+9,177
156
$2.25M 0.15%
94,807
+21,772
157
$2.25M 0.15%
+38,212
158
$2.23M 0.15%
21,815
+1,283
159
$2.23M 0.15%
46,323
+37,050
160
$2.22M 0.14%
40,861
+5,349
161
$2.21M 0.14%
18,395
+1,253
162
$2.2M 0.14%
147,256
-189,558
163
$2.2M 0.14%
68,233
+8,029
164
$2.17M 0.14%
34,183
+13,868
165
$2.16M 0.14%
91,416
+26,112
166
$2.15M 0.14%
18,137
-248
167
$2.15M 0.14%
1,209
+14
168
$2.15M 0.14%
14,656
+2,217
169
$2.13M 0.14%
44,504
+15,434
170
$2.1M 0.14%
26,905
+568
171
$2.1M 0.14%
80,105
+12,774
172
$2.1M 0.14%
52,282
+7,190
173
$2.09M 0.14%
+76,225
174
$2.09M 0.14%
11,156
+56
175
$2.09M 0.14%
57,870
+6,866
5 6
7
8 9