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
851
$1.49M 0.02%
5,005
-375
852
$1.49M 0.02%
2,708
+90
853
$1.49M 0.02%
4,867
+2,272
854
$1.49M 0.02%
11,596
-4,058
855
$1.49M 0.02%
23,874
-525
856
$1.48M 0.02%
6,769
-471
857
$1.48M 0.02%
16,400
-11,190
858
$1.48M 0.02%
17,829
+1,069
859
$1.47M 0.02%
67,522
+10,293
860
$1.47M 0.02%
15,107
+2,307
861
$1.46M 0.02%
11,800
+2,751
862
$1.46M 0.02%
30,311
+14,357
863
$1.46M 0.02%
11,497
+826
864
$1.46M 0.02%
13,225
+5,333
865
$1.45M 0.02%
56,811
+7,914
866
$1.45M 0.02%
38,767
+31,357
867
$1.45M 0.02%
20,917
-1,985
868
$1.44M 0.02%
8,014
-974
869
$1.44M 0.02%
14,011
+753
870
$1.44M 0.02%
78,827
+871
871
$1.44M 0.02%
2,978
+146
872
$1.44M 0.02%
32,170
-6,592
873
$1.44M 0.02%
13,338
-7,051
874
$1.43M 0.02%
28,438
-22,625
875
$1.43M 0.02%
19,776
+2,957
33 34
35
36 37