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
$2.53B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$28M
3
+$21.2M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$21.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.3M

Top Sells

1
+$27.5M
2
+$16.1M
3
+$16.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.84M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$8.81M

Sector Composition

1 Technology 6.12%
2 Healthcare 4.59%
3 Financials 4.55%
4 Industrials 3.83%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$293K 0.01%
53,153
+1,868
777
$293K 0.01%
+4,331
778
$291K 0.01%
2,417
+298
779
$290K 0.01%
2,938
+574
780
$289K 0.01%
+10,592
781
$288K 0.01%
3,738
+287
782
$288K 0.01%
+8,532
783
$286K 0.01%
19,353
+2,149
784
$285K 0.01%
+18,428
785
$284K 0.01%
+5,611
786
$284K 0.01%
9,107
-4,354
787
$284K 0.01%
17,525
+685
788
$284K 0.01%
18,051
-4,010
789
$283K 0.01%
+5,766
790
$283K 0.01%
3,432
-80
791
$283K 0.01%
+5,501
792
$282K 0.01%
5,262
-2,461
793
$282K 0.01%
+5,360
794
$282K 0.01%
2,001
-918
795
$282K 0.01%
+9,796
796
$281K 0.01%
4,266
+652
797
$281K 0.01%
3,202
-3,088
798
$278K 0.01%
7,519
+763
799
$277K 0.01%
2,272
+213
800
$277K 0.01%
3,229
+571
30 31
32
33 34