AI

Atria Investments Portfolio holdings

AUM $7.8B
AUM
$7.8B
AUM Growth
-$234M
Cap. Flow
+$16.2M
Cap. Flow %
0.21%
Top 10 Hldgs %
12.41%
Holding
2,028
New
182
Increased
965
Reduced
740
Closed
138

Top Buys

1
$67.5M
2
$19.3M
3
$16.5M
4
$15.7M
5
$12.1M

Top Sells

1
$84.7M
2
$46.7M
3
$44M
4
$26.7M
5
$23.7M

Sector Composition

1Technology12.64%
2Financials9.19%
3Healthcare6.68%
4Consumer Discretionary5.91%
5Industrials5.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.91M0.02%41,365
+4,114
+11%
+$190K
$1.9M0.02%23,470
+838
+4%
+$67.9K
$1.9M0.02%16,162
-3,081
-16%
-$362K
$1.89M0.02%137,719
+19,273
+16%
+$265K
$1.88M0.02%87,959
+39,053
+80%
+$836K
$1.88M0.02%36,538
+3,312
+10%
+$171K
$1.88M0.02%82,613
+28,638
+53%
+$650K
$1.87M0.02%6,109
-587
-9%
-$179K
$1.86M0.02%43,573
+19,427
+80%
+$831K
$1.86M0.02%35,916
-598
-2%
-$31K
$1.86M0.02%42,741
+976
+2%
+$42.4K
$1.85M0.02%3,240
+236
+8%
+$135K
$1.85M0.02%8,827
-451
-5%
-$94.4K
$1.84M0.02%46,860
+3,521
+8%
+$138K
$1.83M0.02%16,079
+205
+1%
+$23.3K
$1.83M0.02%10,269
-1,575
-13%
-$280K
$1.83M0.02%31,325
+836
+3%
+$48.8K
$1.82M0.02%8,493
-1,511
-15%
-$324K
$1.82M0.02%68,412 New
+$1.82M
$1.82M0.02%54,935
+22,010
+67%
+$730K
$1.82M0.02%19,330
+842
+5%
+$79.4K
$1.81M0.02%50,833
-2,201
-4%
-$78.6K
$1.81M0.02%40,651
+13,547
+50%
+$604K
$1.79M0.02%27,349
+1,431
+6%
+$93.5K
$1.79M0.02%9,960
+3,803
+62%
+$682K
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