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Atria Investments Portfolio holdings

AUM $8.94B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
476
– –
-12,864
477
– –
-4,375
478
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-25,802
479
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-30,225
480
– –
-14,120
481
– –
-4,036
482
– –
-28,671
483
– –
-1,048
484
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-6,211
485
– –
-7,616
486
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-2,348
487
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-27,214
488
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-4,250
489
– –
-48,273
490
– –
-3,375
491
– –
-29,008
492
– –
-113,068
493
– –
-6,955
494
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-46,800
495
– –
-9,392
496
– –
-5,599
497
– –
-5,013
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