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
276
$1.66M 0.07%
16,056
-147
277
$1.64M 0.06%
5
278
$1.64M 0.06%
35,026
279
$1.64M 0.06%
9,961
+4,083
280
$1.63M 0.06%
49,978
+25,601
281
$1.63M 0.06%
65,880
+21,550
282
$1.62M 0.06%
11,422
+1,086
283
$1.61M 0.06%
54,839
+2,735
284
$1.61M 0.06%
14,294
-18,901
285
$1.61M 0.06%
17,405
+1,424
286
$1.6M 0.06%
37,972
-1,624
287
$1.6M 0.06%
5,823
+301
288
$1.58M 0.06%
14,604
-6,673
289
$1.57M 0.06%
16,494
-4,642
290
$1.56M 0.06%
14,685
+304
291
$1.55M 0.06%
20,885
-389
292
$1.55M 0.06%
7,646
-329
293
$1.54M 0.06%
8,530
-211
294
$1.53M 0.06%
4,431
+2,022
295
$1.52M 0.06%
59,078
+3,844
296
$1.49M 0.06%
44,701
+5,203
297
$1.47M 0.06%
8,144
-117
298
$1.46M 0.06%
30,828
-22,621
299
$1.46M 0.06%
28,046
-1,064
300
$1.45M 0.06%
29,994
-138,646
10 11
12
13 14