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
826
$260K 0.01%
+8,670
827
$260K 0.01%
14,180
828
$260K 0.01%
18,506
+4,422
829
$260K 0.01%
10,656
-42
830
$259K 0.01%
14,314
-32,979
831
$259K 0.01%
7,742
+267
832
$258K 0.01%
8,689
+58
833
$258K 0.01%
2,896
+325
834
$257K 0.01%
4,550
+103
835
$256K 0.01%
6,558
+1,229
836
$256K 0.01%
6,800
+1,065
837
$256K 0.01%
8,306
-51,901
838
$255K 0.01%
6,043
-702
839
$253K 0.01%
1,514
+133
840
$253K 0.01%
3,016
+425
841
$252K 0.01%
+9,041
842
$249K 0.01%
10,757
-5,399
843
$249K 0.01%
16,470
-8,560
844
$249K 0.01%
16,693
+2,234
845
$249K 0.01%
15,368
+2,039
846
$248K 0.01%
+3,933
847
$247K 0.01%
2,049
-122
848
$246K 0.01%
2,802
+5
849
$246K 0.01%
3,855
-108
850
$246K 0.01%
+4,099
32 33
34
35 36