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
701
$363K 0.01%
17,635
+588
702
$360K 0.01%
6,441
+24
703
$360K 0.01%
16,567
-2,786
704
$359K 0.01%
6,733
-257
705
$359K 0.01%
6,749
-1,181
706
$359K 0.01%
14,767
-2,733
707
$358K 0.01%
4,475
+626
708
$358K 0.01%
+22,207
709
$358K 0.01%
25,736
+13,384
710
$356K 0.01%
8,680
+2,685
711
$353K 0.01%
73,154
+9,735
712
$353K 0.01%
7,280
-388
713
$351K 0.01%
+1,405
714
$351K 0.01%
4,946
+115
715
$351K 0.01%
7,272
-287
716
$347K 0.01%
2,495
+76
717
$347K 0.01%
+8,993
718
$344K 0.01%
8,712
-283
719
$343K 0.01%
4,839
-128
720
$342K 0.01%
+6,120
721
$341K 0.01%
22,885
+10,893
722
$340K 0.01%
+19,161
723
$340K 0.01%
6,388
-4
724
$340K 0.01%
6,998
+2,314
725
$340K 0.01%
+10,636
27 28
29
30 31