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
901
$217K 0.01%
+16,918
902
$216K 0.01%
+120
903
$216K 0.01%
7,818
-13,164
904
$216K 0.01%
1,432
-365
905
$216K 0.01%
4,505
-149,398
906
$215K 0.01%
2,783
-264
907
$215K 0.01%
+2,046
908
$215K 0.01%
29,348
-25,379
909
$214K 0.01%
+4,519
910
$214K 0.01%
+2,492
911
$214K 0.01%
+1,539
912
$214K 0.01%
3,409
-14,618
913
$213K 0.01%
12,389
-3,116
914
$213K 0.01%
+6,276
915
$213K 0.01%
+7,795
916
$213K 0.01%
9,507
+795
917
$211K 0.01%
3,057
-277
918
$211K 0.01%
4,755
-1,596
919
$210K 0.01%
6,428
+212
920
$210K 0.01%
+9,844
921
$210K 0.01%
10,065
922
$210K 0.01%
+3,796
923
$210K 0.01%
32,040
-2,123
924
$209K 0.01%
+6,108
925
$209K 0.01%
26,892
-517
35 36
37
38 39