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
801
$276K 0.01%
1,906
-1,826
802
$276K 0.01%
+1,227
803
$276K 0.01%
6,249
-1,754
804
$275K 0.01%
3,491
+957
805
$274K 0.01%
4,383
+970
806
$274K 0.01%
9,588
+1,096
807
$274K 0.01%
7,150
-227,788
808
$274K 0.01%
5,364
-188
809
$272K 0.01%
+1,220
810
$272K 0.01%
2,443
-492
811
$271K 0.01%
5,999
-28,160
812
$271K 0.01%
+13,945
813
$271K 0.01%
2,831
-454
814
$270K 0.01%
9,520
+1,428
815
$269K 0.01%
+1,664
816
$269K 0.01%
+11,343
817
$267K 0.01%
19,673
+1,036
818
$266K 0.01%
3,459
+10
819
$264K 0.01%
+25,916
820
$264K 0.01%
6,875
-753
821
$263K 0.01%
1,318
-5,621
822
$263K 0.01%
+15,990
823
$263K 0.01%
5,922
+902
824
$261K 0.01%
6,198
+988
825
$261K 0.01%
8,579
+5
31 32
33
34 35