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
$2.53B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$27.9M
3
+$21.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$21.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M

Top Sells

1
+$27.4M
2
+$16.8M
3
+$15.7M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$8.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.61M

Sector Composition

1 Technology 6.19%
2 Healthcare 4.59%
3 Financials 4.55%
4 Industrials 3.76%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$756K 0.03%
5,546
-1,599
477
$755K 0.03%
3,820
-135
478
$753K 0.03%
21,915
-52,801
479
$752K 0.03%
8,641
+45
480
$744K 0.03%
38,592
-240
481
$740K 0.03%
17,450
-7,885
482
$729K 0.03%
3,340
+928
483
$726K 0.03%
4,536
-5
484
$724K 0.03%
23,451
+11,820
485
$721K 0.03%
22,292
+11,472
486
$721K 0.03%
26,480
+2,082
487
$720K 0.03%
4,958
+582
488
$715K 0.03%
25,136
+10,539
489
$712K 0.03%
30,843
+4,439
490
$712K 0.03%
8,608
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491
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13,074
+2,596
492
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11,439
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493
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8,477
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494
$704K 0.03%
18,762
-972
495
$702K 0.03%
15,846
-203
496
$701K 0.03%
27,279
-91,274
497
$696K 0.03%
7,327
+303
498
$696K 0.03%
11,572
+3,081
499
$696K 0.03%
7,006
-417
500
$695K 0.03%
11,625
+2,404
18 19
20
21 22