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
401
$258K 0.03%
3,522
-604
402
$257K 0.03%
3,594
+176
403
$257K 0.03%
+12,711
404
$255K 0.03%
+7,119
405
$255K 0.03%
3,846
+145
406
$254K 0.03%
2,804
-153
407
$247K 0.03%
5,165
+102
408
$246K 0.03%
4,244
+547
409
$245K 0.03%
1,897
-551
410
$241K 0.02%
+7,246
411
$240K 0.02%
+2,455
412
$237K 0.02%
+4,094
413
$236K 0.02%
+9,332
414
$235K 0.02%
+2,711
415
$235K 0.02%
5,760
-1,280
416
$234K 0.02%
2,985
-1,330
417
$234K 0.02%
41,950
418
$233K 0.02%
1,893
-45
419
$229K 0.02%
7,470
+270
420
$227K 0.02%
+13,326
421
$227K 0.02%
+1,517
422
$225K 0.02%
4,192
-64
423
$221K 0.02%
+5,319
424
$221K 0.02%
4,991
-45
425
$220K 0.02%
10,628
-1,380
15 16
17
18 19