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
376
$1.04M 0.04%
19,342
+4,960
377
$1.04M 0.04%
32,928
+7,817
378
$1.04M 0.04%
17,439
-6,938
379
$1.04M 0.04%
14,546
+3,351
380
$1.04M 0.04%
7,981
+3,645
381
$1.04M 0.04%
13,779
+6,953
382
$1.04M 0.04%
8,156
+431
383
$1.04M 0.04%
46,613
+3,933
384
$1.03M 0.04%
4,591
-61
385
$1.03M 0.04%
10,096
-530
386
$1.03M 0.04%
43,577
-523
387
$1.03M 0.04%
29,848
+12,813
388
$1.01M 0.04%
24,531
+4,292
389
$1.01M 0.04%
25,014
-3,722
390
$1.01M 0.04%
6,556
+1,024
391
$1.01M 0.04%
12,035
+6,746
392
$1.01M 0.04%
41,614
-26,986
393
$1.01M 0.04%
31,945
+8,085
394
$1M 0.04%
32,246
-5,602
395
$998K 0.04%
30,917
+9,176
396
$989K 0.04%
7,624
+1,797
397
$985K 0.04%
10,288
-681
398
$985K 0.04%
12,316
-24
399
$979K 0.04%
27,982
+4,480
400
$972K 0.04%
6,318
+59
14 15
16
17 18