AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$10.2M
2
+$8.73M
3
+$2.94M
4
BIDU icon
Baidu
BIDU
+$2.9M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.88M

Top Sells

1
+$11.7M
2
+$11.1M
3
+$9.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.57M
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
– –
-9,392
456
– –
-1,048
457
– –
-6,211
458
– –
-7,616
459
– –
-2,348
460
– –
-27,214
461
– –
-3,321
462
– –
-4,552
463
– –
-3,952
464
– –
-3,339
465
– –
-70,844
466
– –
-9,777
467
– –
-25,063
468
– –
-63,660
469
– –
-3,837
470
– –
-3,753
471
– –
-3,998
472
– –
-20,178
473
– –
-65,215
474
– –
-2,938
475
– –
-82,562
16 17 18
19
20