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
576
$534K 0.02%
12,975
-678
577
$533K 0.02%
10,458
-4,553
578
$532K 0.02%
31,087
+8,235
579
$525K 0.02%
+7,827
580
$525K 0.02%
5,561
-268
581
$524K 0.02%
+18,308
582
$518K 0.02%
12,889
+1,423
583
$517K 0.02%
7,590
+1,156
584
$516K 0.02%
+10,138
585
$513K 0.02%
11,197
+347
586
$505K 0.02%
9,163
-507
587
$502K 0.02%
6,829
+3,295
588
$501K 0.02%
11,528
+828
589
$500K 0.02%
18,980
+105
590
$499K 0.02%
+8,033
591
$499K 0.02%
12,492
+5,008
592
$496K 0.02%
2,301
-563
593
$495K 0.02%
7,547
+704
594
$495K 0.02%
9,064
+1,175
595
$495K 0.02%
+9,997
596
$494K 0.02%
8,319
+1,588
597
$488K 0.02%
25,997
-592
598
$487K 0.02%
1,430
+724
599
$487K 0.02%
4,759
+17
600
$486K 0.02%
4,322
+78
22 23
24
25 26