AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$821M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 3.07%
2 Healthcare 2.71%
3 Technology 2.32%
4 Energy 2.2%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$210K 0.03%
+1,997
377
$209K 0.03%
+5,185
378
$209K 0.03%
+4,054
379
$208K 0.03%
+10,773
380
$207K 0.03%
+6,071
381
$206K 0.03%
+3,996
382
$205K 0.03%
+5,359
383
$205K 0.03%
+5,660
384
$201K 0.02%
+4,226
385
$149K 0.02%
+15,715
386
$119K 0.01%
+3,550
387
$118K 0.01%
+2,621
388
$88K 0.01%
+14,091
389
$82K 0.01%
+17,955
390
$82K 0.01%
+22,326
391
$7K ﹤0.01%
+10,729