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
301
$420K 0.04%
3,761
+1,316
302
$419K 0.04%
805
-318
303
$417K 0.04%
10,319
+165
304
$416K 0.04%
+23,815
305
$416K 0.04%
+3,536
306
$415K 0.04%
20,741
+111
307
$411K 0.04%
6,491
-235
308
$409K 0.04%
8,843
-39,785
309
$406K 0.04%
6,493
+1,184
310
$405K 0.04%
+9,671
311
$401K 0.04%
10,290
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312
$398K 0.04%
4,017
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313
$394K 0.04%
+15,666
314
$391K 0.04%
+82,223
315
$388K 0.04%
+10,090
316
$387K 0.04%
8,160
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317
$387K 0.04%
11,520
+4,953
318
$385K 0.04%
10,852
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319
$380K 0.04%
4,164
-137
320
$372K 0.04%
3,060
+190
321
$371K 0.04%
47,340
-3,000
322
$369K 0.04%
12,444
-11,863
323
$365K 0.04%
8,159
+2,296
324
$364K 0.04%
7,101
-2,655
325
$363K 0.04%
3,099
-81
11 12
13
14 15