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
$1.58M0.02%42,033
-36,696
-47%
-$1.38M
$1.58M0.02%57,982
+638
+1%
+$17.4K
$1.58M0.02%15,344
+3,139
+26%
+$323K
$1.57M0.02%51,151
-1,879
-4%
-$57.8K
$1.57M0.02%5,247
+121
+2%
+$36.2K
$1.57M0.02%18,746
-483
-3%
-$40.3K
$1.57M0.02%40,405
+3,339
+9%
+$129K
$1.56M0.02%15,474
+7,068
+84%
+$715K
$1.56M0.02%16,906
+5,144
+44%
+$475K
$1.56M0.02%11,282
-100
-0.9%
-$13.8K
$1.56M0.02%21,761
+4,007
+23%
+$287K
$1.56M0.02%6,674
-1,267
-16%
-$296K
$1.55M0.02%36,929 New
+$1.55M
$1.55M0.02%2,618
+12
+0.5%
+$7.1K
$1.55M0.02%7,935
+57
+0.7%
+$11.1K
$1.54M0.02%10,121
-2,917
-22%
-$445K
$1.54M0.02%13,348
-2,691
-17%
-$311K
$1.54M0.02%35,377
-939
-3%
-$40.8K
$1.54M0.02%20,166
-77
-0.4%
-$5.87K
$1.54M0.02%22,902
+8,976
+64%
+$602K
$1.54M0.02%50,372
+1,851
+4%
+$56.4K
$1.54M0.02%18,516
+1,498
+9%
+$124K
$1.53M0.02%42,122
+7,545
+22%
+$273K
$1.53M0.02%81,713
+8,333
+11%
+$156K
$1.52M0.02%15,933
-15
-0.1%
-$1.43K
1 313233343582