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
26
$7.86M 0.8%
150,668
+7,744
27
$7.25M 0.74%
564,318
-21,102
28
$6.99M 0.72%
167,660
-10,673
29
$6.94M 0.71%
253,915
+25,350
30
$6.55M 0.67%
165,870
-5,346
31
$6.3M 0.64%
68,475
+17,344
32
$6.04M 0.62%
246,705
+5,465
33
$5.92M 0.6%
205,678
-2,754
34
$4.85M 0.5%
284,920
-8,340
35
$4.71M 0.48%
186,840
-21,672
36
$4.55M 0.47%
95,322
+41,560
37
$4.53M 0.46%
237,894
-3,615
38
$4.4M 0.45%
48,000
-4,195
39
$4.39M 0.45%
554,424
-17,892
40
$4.1M 0.42%
46,548
-3,626
41
$3.89M 0.4%
36,502
+311
42
$3.78M 0.39%
293,238
-11,127
43
$3.58M 0.37%
147,466
-86,048
44
$3.53M 0.36%
45,927
+47
45
$3.5M 0.36%
149,369
-5,335
46
$3.41M 0.35%
36,228
+2,544
47
$3.35M 0.34%
34,994
+3,319
48
$3.27M 0.33%
126,322
-484
49
$3.24M 0.33%
50,266
+14,531
50
$3.23M 0.33%
27,302
+6,029
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