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
$978M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.72M
3
+$3.18M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.14M
5
BIDU icon
Baidu
BIDU
+$2.99M

Top Sells

1
+$11.7M
2
+$11.1M
3
+$8.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
SAFM
Sanderson Farms Inc
SAFM
+$2.79M

Sector Composition

1 Healthcare 3.69%
2 Technology 3.49%
3 Financials 3.11%
4 Consumer Staples 2.9%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$725K 0.07%
16,193
+9,263
227
$724K 0.07%
26,924
+992
228
$723K 0.07%
6,535
+89
229
$721K 0.07%
+42,210
230
$719K 0.07%
11,110
+472
231
$719K 0.07%
19,119
232
$715K 0.07%
8,049
-1,058
233
$714K 0.07%
24,514
-60,778
234
$714K 0.07%
18,320
-3,798
235
$706K 0.07%
20,600
+11,123
236
$702K 0.07%
8,141
-2,788
237
$699K 0.07%
+12,658
238
$692K 0.07%
9,872
+733
239
$687K 0.07%
13,255
+4,046
240
$666K 0.07%
17,405
-2,309
241
$658K 0.07%
10,505
+28
242
$655K 0.07%
7,480
-508
243
$654K 0.07%
21,636
+2,114
244
$652K 0.07%
18,635
-37
245
$650K 0.07%
13,621
-865
246
$646K 0.07%
20,838
+2,394
247
$642K 0.07%
11,092
+1,381
248
$642K 0.07%
15,316
+469
249
$621K 0.06%
17,166
+2,063
250
$620K 0.06%
50,133
-17,652
8 9
10
11 12