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
676
$392K 0.02%
+13,386
677
$391K 0.02%
5,613
+400
678
$388K 0.02%
1,525
+427
679
$388K 0.02%
+3,860
680
$387K 0.02%
3,351
-1,451
681
$384K 0.02%
7,337
+668
682
$384K 0.02%
20,922
+2,814
683
$383K 0.02%
5,738
+63
684
$383K 0.02%
2,250
+226
685
$382K 0.02%
6,332
+3,171
686
$381K 0.02%
2,767
-359
687
$380K 0.02%
+3,115
688
$378K 0.01%
7,006
-12,016
689
$374K 0.01%
1,671
+403
690
$374K 0.01%
+2,712
691
$373K 0.01%
3,223
-15
692
$372K 0.01%
3,926
-802
693
$371K 0.01%
13,218
-1,358
694
$368K 0.01%
1,951
-105
695
$367K 0.01%
+22,481
696
$365K 0.01%
+7,071
697
$365K 0.01%
20,060
-7,685
698
$365K 0.01%
+2,013
699
$364K 0.01%
6,406
+814
700
$363K 0.01%
+25,886
26 27
28
29 30