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
251
$617K 0.06%
20,164
+2,776
252
$613K 0.06%
14,798
+8,615
253
$612K 0.06%
9,207
+1,481
254
$610K 0.06%
5,247
-6,177
255
$610K 0.06%
85,284
-47,604
256
$607K 0.06%
20,644
+1,086
257
$607K 0.06%
20,729
+8,069
258
$604K 0.06%
8,029
+2,269
259
$599K 0.06%
+10,065
260
$590K 0.06%
3,029
-528
261
$584K 0.06%
6,365
-1,176
262
$569K 0.06%
3,964
+50
263
$561K 0.06%
10,883
+480
264
$554K 0.06%
23,203
-14,406
265
$552K 0.06%
18,012
+1,196
266
$551K 0.06%
32,345
-1,282
267
$534K 0.05%
7,236
-195
268
$533K 0.05%
5,386
+997
269
$529K 0.05%
8,919
+22
270
$528K 0.05%
11,840
-924
271
$525K 0.05%
4,119
-741
272
$525K 0.05%
24,420
+23
273
$517K 0.05%
9,397
+829
274
$508K 0.05%
31,633
+470
275
$508K 0.05%
5,874
-19
9 10
11
12 13