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
851
$245K 0.01%
+14,796
852
$244K 0.01%
757
-403
853
$243K 0.01%
+6,508
854
$242K 0.01%
+1,837
855
$242K 0.01%
11,285
-5,576
856
$242K 0.01%
1,358
+277
857
$242K 0.01%
7,962
+142
858
$241K 0.01%
3,676
-1,304
859
$240K 0.01%
6,958
-3,775
860
$240K 0.01%
21,236
-1,983
861
$239K 0.01%
3,831
+230
862
$239K 0.01%
6,700
-2,250
863
$238K 0.01%
+3,758
864
$238K 0.01%
+221
865
$237K 0.01%
+8,698
866
$237K 0.01%
+2,555
867
$237K 0.01%
+9,793
868
$237K 0.01%
+4,780
869
$236K 0.01%
+3,716
870
$235K 0.01%
4,288
+475
871
$235K 0.01%
9,439
-141,393
872
$232K 0.01%
3,316
-2,523
873
$232K 0.01%
+4,611
874
$231K 0.01%
6,395
-507
875
$231K 0.01%
+6,278
33 34
35
36 37