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
376
$280K 0.03%
4,867
-263
377
$280K 0.03%
+3,790
378
$279K 0.03%
731
-27
379
$279K 0.03%
5,879
+487
380
$278K 0.03%
+5,099
381
$275K 0.03%
10,863
+2,034
382
$275K 0.03%
2,135
+111
383
$275K 0.03%
4,628
-381
384
$275K 0.03%
+7,992
385
$274K 0.03%
2,810
-1,682
386
$274K 0.03%
3,381
-40
387
$272K 0.03%
12,420
+3,681
388
$268K 0.03%
3,271
+319
389
$268K 0.03%
6,112
+80
390
$265K 0.03%
3,989
+13
391
$264K 0.03%
+9,561
392
$263K 0.03%
1,798
+10
393
$262K 0.03%
23,340
+2,616
394
$262K 0.03%
+3,716
395
$261K 0.03%
+5,242
396
$260K 0.03%
+4,234
397
$260K 0.03%
+7,515
398
$260K 0.03%
+10,465
399
$259K 0.03%
+4,179
400
$259K 0.03%
+3,987
14 15
16
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