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
826
$1.58M 0.02%
64,815
-4,534
827
$1.58M 0.02%
43,957
+4,433
828
$1.57M 0.02%
9,098
-862
829
$1.57M 0.02%
45,739
+13,660
830
$1.57M 0.02%
41,396
-142,549
831
$1.57M 0.02%
63,016
-460,628
832
$1.55M 0.02%
3,816
+315
833
$1.55M 0.02%
21,637
-13,473
834
$1.55M 0.02%
6,368
+2,572
835
$1.54M 0.02%
7,949
+2,556
836
$1.54M 0.02%
14,012
+737
837
$1.54M 0.02%
46,542
+3,484
838
$1.54M 0.02%
10,488
+3,747
839
$1.54M 0.02%
24,310
-232,690
840
$1.53M 0.02%
31,152
+10,606
841
$1.53M 0.02%
45,469
+4,532
842
$1.53M 0.02%
5,198
-49
843
$1.51M 0.02%
38,035
-138,978
844
$1.51M 0.02%
14,646
+186
845
$1.5M 0.02%
11,354
+72
846
$1.5M 0.02%
7,173
-904
847
$1.5M 0.02%
18,041
-66
848
$1.5M 0.02%
18,559
-11,516
849
$1.5M 0.02%
8,016
+81
850
$1.49M 0.02%
8,255
-6
32 33
34
35 36