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
601
$484K 0.02%
31,910
-8,660
602
$480K 0.02%
4,045
+1,055
603
$476K 0.02%
8,949
-210
604
$476K 0.02%
+16,056
605
$474K 0.02%
8,132
+3,000
606
$473K 0.02%
9,426
+775
607
$473K 0.02%
20,088
-164
608
$471K 0.02%
2,888
+3
609
$471K 0.02%
+13,065
610
$471K 0.02%
2,066
-1,280
611
$467K 0.02%
14,766
+1,934
612
$465K 0.02%
10,208
+1,144
613
$465K 0.02%
3,944
-100
614
$463K 0.02%
34,950
+6,530
615
$457K 0.02%
10,373
+2,222
616
$457K 0.02%
+7,044
617
$457K 0.02%
9,103
-971
618
$457K 0.02%
1,017
+20
619
$456K 0.02%
6,582
+930
620
$455K 0.02%
1,126
-371
621
$452K 0.02%
5,661
+483
622
$451K 0.02%
5,149
+241
623
$451K 0.02%
+16,724
624
$450K 0.02%
19,913
-2,584
625
$447K 0.02%
8,165
+2,260
23 24
25
26 27