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
201
$1.65M 0.11%
15,462
+225
202
$1.62M 0.11%
19,465
+2,733
203
$1.6M 0.1%
26,812
+4,965
204
$1.59M 0.1%
4,155
+1,973
205
$1.59M 0.1%
9,008
+401
206
$1.59M 0.1%
50,406
+304
207
$1.53M 0.1%
14,878
+2,070
208
$1.52M 0.1%
62,156
-7,110
209
$1.52M 0.1%
25,960
+2,644
210
$1.51M 0.1%
42,659
-1,073
211
$1.51M 0.1%
15,337
+86
212
$1.48M 0.1%
25,805
-2,104
213
$1.46M 0.1%
26,227
+2,592
214
$1.46M 0.1%
40,095
+4,854
215
$1.44M 0.09%
16,664
+1,650
216
$1.44M 0.09%
53,654
+27,158
217
$1.43M 0.09%
28,626
+463
218
$1.42M 0.09%
14,517
+436
219
$1.41M 0.09%
25,300
+691
220
$1.41M 0.09%
18,937
+7,600
221
$1.38M 0.09%
39,375
+20,034
222
$1.37M 0.09%
15,081
+7,157
223
$1.36M 0.09%
12,880
+4,905
224
$1.36M 0.09%
52,398
-8,102
225
$1.36M 0.09%
13,125
+7,389
7 8
9
10 11