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
751
$1.9M 0.02%
4,051
+518
752
$1.89M 0.02%
5,941
+5
753
$1.87M 0.02%
23,597
-6,026
754
$1.87M 0.02%
24,832
+481
755
$1.86M 0.02%
10,338
+2,599
756
$1.85M 0.02%
36,484
-5,297
757
$1.85M 0.02%
48,746
+20,101
758
$1.84M 0.02%
11,202
+1,081
759
$1.84M 0.02%
7,981
-126
760
$1.84M 0.02%
8,443
-1,421
761
$1.83M 0.02%
16,582
+649
762
$1.83M 0.02%
12,902
+9,233
763
$1.83M 0.02%
34,539
+126
764
$1.82M 0.02%
21,223
+2,477
765
$1.82M 0.02%
47,512
-4,873
766
$1.81M 0.02%
10,421
-2,498
767
$1.81M 0.02%
7,371
+31
768
$1.81M 0.02%
21,321
-22,429
769
$1.81M 0.02%
17,393
-1,937
770
$1.79M 0.02%
11,108
+605
771
$1.79M 0.02%
20,530
+2,202
772
$1.79M 0.02%
32,884
-247,982
773
$1.79M 0.02%
14,449
+1,341
774
$1.78M 0.02%
21,715
+9
775
$1.78M 0.02%
171,547
+14,883
29 30
31
32 33