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
351
$323K 0.03%
+2,906
352
$323K 0.03%
2,774
-191
353
$323K 0.03%
+5,378
354
$315K 0.03%
+16,129
355
$314K 0.03%
+23,503
356
$313K 0.03%
4,185
-19
357
$310K 0.03%
3,600
-141
358
$306K 0.03%
8,180
359
$303K 0.03%
+4,121
360
$301K 0.03%
7,265
-915
361
$299K 0.03%
9,159
-630
362
$299K 0.03%
+5,906
363
$297K 0.03%
+16,740
364
$295K 0.03%
+3,075
365
$295K 0.03%
7,058
+1,874
366
$295K 0.03%
7,729
+206
367
$293K 0.03%
18,066
-1,056
368
$292K 0.03%
5,414
+1,348
369
$291K 0.03%
+8,559
370
$289K 0.03%
+5,252
371
$289K 0.03%
+3,554
372
$288K 0.03%
13,014
+9
373
$286K 0.03%
+4,142
374
$284K 0.03%
6,324
-214
375
$284K 0.03%
3,030
-79
13 14
15
16 17