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
876
$230K 0.01%
+1,465
877
$230K 0.01%
+6,111
878
$230K 0.01%
9,037
-97,938
879
$230K 0.01%
+2,822
880
$229K 0.01%
+2,343
881
$229K 0.01%
3,902
-1,264
882
$228K 0.01%
2,017
-2,760
883
$228K 0.01%
+2,091
884
$228K 0.01%
+2,636
885
$227K 0.01%
+4,370
886
$227K 0.01%
4,853
-58,883
887
$226K 0.01%
+1,832
888
$226K 0.01%
15,307
+6,866
889
$226K 0.01%
2,429
-2,885
890
$225K 0.01%
1,468
-626
891
$224K 0.01%
+6,343
892
$224K 0.01%
14,690
893
$222K 0.01%
+15,300
894
$222K 0.01%
6,852
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895
$221K 0.01%
1,568
-1
896
$219K 0.01%
+2,268
897
$218K 0.01%
2,868
+295
898
$217K 0.01%
1,535
+141
899
$217K 0.01%
12,052
-2,324
900
$217K 0.01%
2,816
-221
34 35
36
37 38