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
551
$577K 0.02%
2,951
-367
552
$577K 0.02%
12,499
-813
553
$575K 0.02%
8,592
+1,997
554
$574K 0.02%
14,926
+7,971
555
$573K 0.02%
4,736
-18
556
$564K 0.02%
4,950
+1,141
557
$564K 0.02%
12,180
+5,434
558
$563K 0.02%
8,454
+1,176
559
$562K 0.02%
+5,499
560
$561K 0.02%
3,839
+185
561
$560K 0.02%
3,330
-446
562
$560K 0.02%
+2,635
563
$559K 0.02%
4,444
+1,516
564
$557K 0.02%
16,582
565
$551K 0.02%
6,062
-141
566
$550K 0.02%
17,701
-8,233
567
$546K 0.02%
4,818
+285
568
$545K 0.02%
11,766
-300
569
$544K 0.02%
9,855
+1,678
570
$541K 0.02%
+6,837
571
$541K 0.02%
13,566
-7,708
572
$541K 0.02%
+6,151
573
$539K 0.02%
5,611
-1,552
574
$538K 0.02%
5,081
+1,333
575
$534K 0.02%
+6,058
21 22
23
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