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
426
$219K 0.02%
+3,705
427
$219K 0.02%
9,198
-258
428
$215K 0.02%
4,556
-751
429
$213K 0.02%
+11,352
430
$213K 0.02%
+8,032
431
$210K 0.02%
4,230
-2,178
432
$210K 0.02%
5,140
-527
433
$209K 0.02%
+1,304
434
$207K 0.02%
11,163
-1,239
435
$207K 0.02%
+9,306
436
$206K 0.02%
2,668
-88
437
$205K 0.02%
177
-129
438
$204K 0.02%
8,044
-2,746
439
$202K 0.02%
4,518
-1,653
440
$202K 0.02%
161
+18
441
$202K 0.02%
+6,494
442
$201K 0.02%
+608
443
$200K 0.02%
+3,076
444
$198K 0.02%
+8,064
445
$184K 0.02%
+18,619
446
$167K 0.02%
10,225
-212
447
$166K 0.02%
+50,517
448
$146K 0.01%
+16,529
449
$127K 0.01%
3,645
450
$127K 0.01%
+23,892
16 17
18
19 20