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
326
$362K 0.04%
2,518
327
$362K 0.04%
22,565
+10,298
328
$361K 0.04%
3,141
-61
329
$356K 0.04%
3,034
+13
330
$353K 0.04%
3,740
-148
331
$352K 0.04%
+5,592
332
$351K 0.04%
5,714
-1,141
333
$348K 0.04%
3,138
-138
334
$347K 0.04%
3,641
+1,225
335
$346K 0.04%
4,090
-2,591
336
$345K 0.04%
+9,130
337
$345K 0.04%
1,457
-175
338
$343K 0.04%
8,858
-709
339
$336K 0.03%
6,609
-4,045
340
$336K 0.03%
+3,097
341
$334K 0.03%
+11,580
342
$332K 0.03%
+22,759
343
$332K 0.03%
4,497
+985
344
$331K 0.03%
2,596
+822
345
$327K 0.03%
+4,604
346
$327K 0.03%
11,193
-3,372
347
$327K 0.03%
5,048
+1,163
348
$327K 0.03%
+2,583
349
$326K 0.03%
+5,845
350
$324K 0.03%
4,343
-124
12 13
14
15 16