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
526
$641K 0.03%
6,449
+1,050
527
$641K 0.03%
10,980
+2,115
528
$637K 0.03%
+14,783
529
$636K 0.03%
9,672
+4,627
530
$635K 0.03%
12,243
+7,521
531
$632K 0.03%
16,024
+1,084
532
$632K 0.03%
5,526
+1,964
533
$631K 0.02%
4,371
+1,581
534
$622K 0.02%
+13,686
535
$621K 0.02%
44,884
+11,784
536
$611K 0.02%
8,907
+4,130
537
$611K 0.02%
20,497
-47,312
538
$605K 0.02%
22,466
+803
539
$605K 0.02%
12,365
-452
540
$603K 0.02%
18,389
+2,308
541
$600K 0.02%
19,595
-545
542
$598K 0.02%
7,160
-1,431
543
$595K 0.02%
4,327
+2,415
544
$593K 0.02%
4,018
-1,346
545
$592K 0.02%
7,951
+1,674
546
$590K 0.02%
18,274
+838
547
$585K 0.02%
+11,694
548
$582K 0.02%
8,656
-4,633
549
$582K 0.02%
12,022
+991
550
$581K 0.02%
10,999
-533
20 21
22
23 24