AI

Atria Investments Portfolio holdings

AUM $7.8B
AUM
$7.8B
AUM Growth
-$234M
Cap. Flow
+$16.2M
Cap. Flow %
0.21%
Top 10 Hldgs %
12.41%
Holding
2,028
New
182
Increased
965
Reduced
740
Closed
138

Top Buys

1
$67.5M
2
$19.3M
3
$16.5M
4
$15.7M
5
$12.1M

Top Sells

1
$84.7M
2
$46.7M
3
$44M
4
$26.7M
5
$23.7M

Sector Composition

1Technology12.64%
2Financials9.19%
3Healthcare6.68%
4Consumer Discretionary5.91%
5Industrials5.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5.78M0.07%44,827
-14,944
-25%
-$1.93M
$5.77M0.07%65,637
-2,245
-3%
-$197K
$5.73M0.07%138,330
+92,890
+204%
+$3.85M
$5.69M0.07%35,571
+969
+3%
+$155K
$5.68M0.07%60,661
+1,510
+3%
+$141K
$5.68M0.07%65,343
+1,248
+2%
+$109K
$5.68M0.07%37,094
+12,721
+52%
+$1.95M
$5.63M0.07%14,109
+8,726
+162%
+$3.48M
$5.62M0.07%80,771
+775
+1%
+$53.9K
$5.6M0.07%231,451
+9,681
+4%
+$234K
$5.6M0.07%24,203
-202
-0.8%
-$46.8K
$5.6M0.07%13,332
-2,886
-18%
-$1.21M
$5.58M0.07%24,100
+6,284
+35%
+$1.45M
$5.51M0.07%11,842
+3,767
+47%
+$1.75M
$5.5M0.07%37,771
+4,692
+14%
+$684K
$5.4M0.07%49,290
+5,237
+12%
+$574K
$5.38M0.07%130,766
-3,004
-2%
-$124K
$5.37M0.07%7,906
+456
+6%
+$310K
$5.37M0.07%69,293
-7,483
-10%
-$580K
$5.35M0.07%16,008
+641
+4%
+$214K
$5.35M0.07%221,213
+8,843
+4%
+$214K
$5.35M0.07%212,493
-6,387
-3%
-$161K
$5.32M0.07%44,505
+2,019
+5%
+$241K
$5.32M0.07%5,381
-219
-4%
-$216K
$5.31M0.07%26,554
+3,542
+15%
+$709K
1 121314151682