AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.47B
AUM Growth
+$667M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,101
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$18.4M
3
+$16.6M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$14.8M
5
FSMD icon
Fidelity Small-Mid Multifactor ETF
FSMD
+$14.8M

Top Sells

1
+$29.9M
2
+$24.7M
3
+$21M
4
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$13.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$13.3M

Sector Composition

1 Technology 14.35%
2 Financials 8.93%
3 Consumer Discretionary 5.9%
4 Healthcare 5.88%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.01M 0.02%
45,401
+2,660
727
$2.01M 0.02%
16,493
-860
728
$2.01M 0.02%
50,789
-12,036
729
$1.99M 0.02%
19,426
+3,668
730
$1.99M 0.02%
38,303
-121,986
731
$1.99M 0.02%
54,586
+12,756
732
$1.98M 0.02%
52,003
+1,170
733
$1.96M 0.02%
6,792
+821
734
$1.96M 0.02%
6,241
-262
735
$1.96M 0.02%
89,253
-786
736
$1.96M 0.02%
138,407
+16,033
737
$1.95M 0.02%
43,000
+2,349
738
$1.94M 0.02%
+57,326
739
$1.94M 0.02%
11,954
-1,219
740
$1.94M 0.02%
15,091
+4,437
741
$1.94M 0.02%
56,476
+5,325
742
$1.93M 0.02%
53,193
+21,208
743
$1.92M 0.02%
3,927
-468
744
$1.91M 0.02%
27,822
-6,693
745
$1.91M 0.02%
8,854
-3,963
746
$1.91M 0.02%
20,017
-184
747
$1.91M 0.02%
46,428
-432
748
$1.91M 0.02%
13,214
+2,056
749
$1.9M 0.02%
7,886
+455
750
$1.9M 0.02%
26,467
+7,951
28 29
30
31 32