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
176
$2.06M 0.13%
87,907
+11,691
177
$2.04M 0.13%
109,511
+4,627
178
$2.01M 0.13%
19,479
+8,698
179
$2M 0.13%
15,455
+2,311
180
$2M 0.13%
85,984
-26,334
181
$1.99M 0.13%
42,548
-11,720
182
$1.97M 0.13%
19,403
-29,245
183
$1.97M 0.13%
46,891
+13,493
184
$1.96M 0.13%
42,568
+3,443
185
$1.95M 0.13%
131,634
+10,888
186
$1.95M 0.13%
53,538
+759
187
$1.91M 0.12%
36,940
+4,570
188
$1.87M 0.12%
11,168
+3,049
189
$1.86M 0.12%
23,183
+5,102
190
$1.86M 0.12%
27,891
-267
191
$1.83M 0.12%
15,330
+360
192
$1.78M 0.12%
23,304
-22,928
193
$1.76M 0.11%
10,702
+3,210
194
$1.75M 0.11%
7,310
+1,900
195
$1.73M 0.11%
27,710
+694
196
$1.71M 0.11%
29,052
+5,108
197
$1.71M 0.11%
12,837
-1,228
198
$1.71M 0.11%
21,977
+4,668
199
$1.68M 0.11%
12,661
+1,372
200
$1.67M 0.11%
20,664
+7,226
6 7
8
9 10