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
451
$124K 0.01%
13,530
-733
452
$61K 0.01%
10,912
-427
453
$51K 0.01%
+531
454
$22K ﹤0.01%
1,023
455
– –
-82,562
456
– –
-199,598
457
– –
-38,070
458
– –
-14,164
459
– –
-4,127
460
– –
-53,944
461
– –
-2,424
462
– –
-4,375
463
– –
-25,802
464
– –
-30,225
465
– –
-29,008
466
– –
-3,375
467
– –
-48,273
468
– –
-3,321
469
– –
-4,552
470
– –
-3,952
471
– –
-3,339
472
– –
-70,844
473
– –
-9,777
474
– –
-25,063
475
– –
-63,660
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