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
351
$1.2M 0.05%
7,848
-2,334
352
$1.19M 0.05%
13,013
+16
353
$1.19M 0.05%
34,146
-4,848
354
$1.18M 0.05%
21,820
+399
355
$1.17M 0.05%
26,553
-2,527
356
$1.17M 0.05%
6,082
+2,168
357
$1.16M 0.05%
+25,840
358
$1.15M 0.05%
16,608
+1,516
359
$1.15M 0.05%
6,257
+1,278
360
$1.15M 0.05%
39,773
+24,817
361
$1.12M 0.04%
7,430
+935
362
$1.1M 0.04%
11,625
-3,271
363
$1.1M 0.04%
15,441
-37,745
364
$1.1M 0.04%
10,999
-4,829
365
$1.09M 0.04%
42,220
+10,438
366
$1.09M 0.04%
44,565
+22,848
367
$1.09M 0.04%
9,550
+1,908
368
$1.08M 0.04%
31,468
+2,479
369
$1.07M 0.04%
6,683
+2,401
370
$1.07M 0.04%
20,985
+7,535
371
$1.06M 0.04%
87,660
+22,705
372
$1.06M 0.04%
1,744
+291
373
$1.05M 0.04%
15,628
+8,560
374
$1.05M 0.04%
16,362
+653
375
$1.05M 0.04%
69,780
+22,379
13 14
15
16 17