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
276
$498K 0.05%
5,457
-1,560
277
$491K 0.05%
4,961
+928
278
$490K 0.05%
39,280
-1,968
279
$480K 0.05%
9,437
-9,991
280
$475K 0.05%
12,744
+104
281
$475K 0.05%
12,512
+2,557
282
$474K 0.05%
2,582
-112
283
$467K 0.05%
28,940
-13,760
284
$458K 0.05%
+4,150
285
$454K 0.05%
5,245
+1,478
286
$453K 0.05%
14,772
+5,202
287
$452K 0.05%
8,634
-396
288
$449K 0.05%
5,561
+1,800
289
$441K 0.05%
+6,357
290
$440K 0.05%
18,624
+1,956
291
$439K 0.04%
6,578
+2,051
292
$436K 0.04%
4,024
-280
293
$435K 0.04%
10,325
-1,147
294
$434K 0.04%
2,857
+40
295
$432K 0.04%
3,832
+274
296
$429K 0.04%
4,124
-564
297
$429K 0.04%
9,331
-74
298
$425K 0.04%
12,407
+5,145
299
$423K 0.04%
10,006
-3,000
300
$422K 0.04%
5,726
-421
10 11
12
13 14