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
$978M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.72M
3
+$3.18M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.14M
5
BIDU icon
Baidu
BIDU
+$2.99M

Top Sells

1
+$11.7M
2
+$11.1M
3
+$8.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
SAFM
Sanderson Farms Inc
SAFM
+$2.79M

Sector Composition

1 Healthcare 3.69%
2 Technology 3.49%
3 Financials 3.11%
4 Consumer Staples 2.9%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.33%
33,090
+3,564
52
$3.18M 0.32%
+115,771
53
$3.14M 0.32%
+54,042
54
$3.12M 0.32%
39,475
+2,899
55
$3.06M 0.31%
58,106
+2,838
56
$2.99M 0.31%
+13,717
57
$2.95M 0.3%
306,642
-5,742
58
$2.94M 0.3%
94,039
-1,070
59
$2.94M 0.3%
+178,758
60
$2.94M 0.3%
59,180
-314
61
$2.92M 0.3%
56,354
-316
62
$2.9M 0.3%
56,807
-409
63
$2.86M 0.29%
106,636
-16,240
64
$2.83M 0.29%
61,043
+2,980
65
$2.82M 0.29%
175,035
+2,777
66
$2.79M 0.29%
40,282
+6,965
67
$2.78M 0.28%
34,023
+6,199
68
$2.77M 0.28%
64,656
+17,085
69
$2.77M 0.28%
27,362
-2,870
70
$2.75M 0.28%
49,719
-4,228
71
$2.69M 0.28%
100,688
+7,864
72
$2.69M 0.27%
26,856
+2,475
73
$2.67M 0.27%
29,593
+2,596
74
$2.64M 0.27%
83,328
-2,406
75
$2.62M 0.27%
27,739
-2,087
1 2
3
4 5