AI
Atria Investments Portfolio holdings
AUM
$8.47B
This Quarter Return
+8.26%
1 Year Return
+17.45%
3 Year Return
+62.94%
5 Year Return
+103.24%
10 Year Return
+229.32%
AUM
$3.29B
AUM Growth
+$3.29B
(+13%)
Cap. Flow
+$238M
Cap. Flow
% of AUM
7.22%
Top 10 Holdings %
Top 10 Hldgs %
21.13%
Holding
615
New
104
Increased
296
Reduced
178
Closed
36
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$55.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$49.5M |
| 3 |
Apple
AAPL
|
$36.4M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$27.8M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$26.7M |
Top Sells
Sector Composition
| 1 | Technology | 12.85% |
| 2 | Healthcare | 6.78% |
| 3 | Financials | 5.76% |
| 4 | Consumer Discretionary | 5.73% |
| 5 | Communication Services | 4.18% |
