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
$2.53B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$27.9M
3
+$21.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$21.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M

Top Sells

1
+$27.4M
2
+$16.8M
3
+$15.7M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$8.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.61M

Sector Composition

1 Technology 6.19%
2 Healthcare 4.59%
3 Financials 4.55%
4 Industrials 3.76%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.82M 0.07%
15,422
+3,809
252
$1.8M 0.07%
24,604
+5,151
253
$1.79M 0.07%
74,153
-43,756
254
$1.79M 0.07%
66,291
-11,033
255
$1.78M 0.07%
124,324
-114,191
256
$1.77M 0.07%
26,416
-4,132
257
$1.77M 0.07%
22,646
+1,734
258
$1.76M 0.07%
70,790
+5,684
259
$1.76M 0.07%
70,501
+1,197
260
$1.75M 0.07%
5,910
+1,699
261
$1.75M 0.07%
13,438
-827
262
$1.75M 0.07%
13,072
+1,521
263
$1.74M 0.07%
19,813
+1,875
264
$1.74M 0.07%
+42,890
265
$1.73M 0.07%
28,199
-1,614
266
$1.72M 0.07%
3,979
+811
267
$1.72M 0.07%
24,137
+11,971
268
$1.7M 0.07%
73,365
+38,910
269
$1.7M 0.07%
72,132
+3,952
270
$1.69M 0.07%
54,102
-13,152
271
$1.68M 0.07%
39,685
+7,278
272
$1.68M 0.07%
7,802
+93
273
$1.67M 0.07%
29,792
+13,094
274
$1.67M 0.07%
65,991
-29,028
275
$1.66M 0.07%
143,334
+34,728
9 10
11
12 13