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
801
$1.67M 0.02%
51,367
+6,961
802
$1.67M 0.02%
17,346
+1,058
803
$1.66M 0.02%
18,263
+6,404
804
$1.66M 0.02%
25,414
-40,985
805
$1.66M 0.02%
15,773
+299
806
$1.66M 0.02%
38,030
+4,440
807
$1.64M 0.02%
51,708
-1,578
808
$1.64M 0.02%
8,699
+389
809
$1.64M 0.02%
14,841
-2,065
810
$1.63M 0.02%
48,277
+3,408
811
$1.63M 0.02%
6,043
+270
812
$1.63M 0.02%
46,330
-68,139
813
$1.62M 0.02%
+8,282
814
$1.62M 0.02%
16,316
+251
815
$1.62M 0.02%
53,709
+43,304
816
$1.61M 0.02%
42,430
-1,143
817
$1.61M 0.02%
30,977
-1,688
818
$1.6M 0.02%
15,880
+6,954
819
$1.6M 0.02%
71,687
+4,007
820
$1.59M 0.02%
15,070
-80
821
$1.59M 0.02%
9,041
-1,228
822
$1.59M 0.02%
25,718
+3,584
823
$1.59M 0.02%
48,334
-2,038
824
$1.58M 0.02%
26,738
+5,515
825
$1.58M 0.02%
7,253
-389
31 32
33
34 35