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
501
$692K 0.03%
7,068
-70
502
$690K 0.03%
8,622
-145
503
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16,394
+1,402
504
$682K 0.03%
7,528
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505
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5,548
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506
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4,076
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507
$678K 0.03%
19,200
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508
$677K 0.03%
29,627
+5,362
509
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510
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18,570
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511
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3,803
+1,248
512
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15,143
+4,595
513
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20,269
+1,252
514
$665K 0.03%
22,150
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515
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516
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517
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518
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519
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20,032
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520
$654K 0.03%
7,435
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521
$652K 0.03%
8,213
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522
$651K 0.03%
5,966
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523
$650K 0.03%
16,982
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524
$650K 0.03%
8,311
+1,938
525
$648K 0.03%
1,813
-51
19 20
21
22 23