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
726
$339K 0.01%
5,518
+1,527
727
$339K 0.01%
+21,898
728
$338K 0.01%
2,561
+419
729
$338K 0.01%
4,969
-1,086
730
$337K 0.01%
+1,077
731
$336K 0.01%
4,558
-333
732
$336K 0.01%
3,746
-451
733
$336K 0.01%
+8,281
734
$336K 0.01%
1,901
+255
735
$335K 0.01%
1,820
+249
736
$334K 0.01%
+11,830
737
$332K 0.01%
16,567
+1,761
738
$331K 0.01%
+1,919
739
$331K 0.01%
19,886
+2,591
740
$329K 0.01%
11,514
+426
741
$328K 0.01%
3,936
-718
742
$327K 0.01%
3,191
+735
743
$327K 0.01%
2,310
+688
744
$327K 0.01%
9,304
+223
745
$326K 0.01%
5,610
+545
746
$326K 0.01%
6,987
-8,221
747
$326K 0.01%
1,647
+302
748
$323K 0.01%
45,906
-15,606
749
$322K 0.01%
+7,751
750
$322K 0.01%
2,159
-988
28 29
30
31 32