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
301
$1.45M 0.06%
78,525
302
$1.45M 0.06%
14,654
+7,750
303
$1.45M 0.06%
20,147
-1,772
304
$1.44M 0.06%
+33,078
305
$1.42M 0.06%
6,211
+267
306
$1.42M 0.06%
26,415
+5,739
307
$1.39M 0.06%
12,364
+7,842
308
$1.39M 0.06%
3,561
-2,345
309
$1.38M 0.05%
67,996
-298
310
$1.38M 0.05%
29,617
+3,624
311
$1.38M 0.05%
8,822
+6,273
312
$1.38M 0.05%
6,608
+1,761
313
$1.37M 0.05%
10,926
-960
314
$1.37M 0.05%
33,139
+19,449
315
$1.37M 0.05%
13,024
-428
316
$1.36M 0.05%
23,552
+3,024
317
$1.36M 0.05%
10,270
+1,956
318
$1.35M 0.05%
5,954
-747
319
$1.35M 0.05%
10,406
+3,256
320
$1.35M 0.05%
14,613
+1,502
321
$1.34M 0.05%
19,340
-197
322
$1.34M 0.05%
17,877
+692
323
$1.34M 0.05%
36,986
+3,335
324
$1.33M 0.05%
12,737
+9,569
325
$1.33M 0.05%
25,193
+5,044
11 12
13
14 15