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
901
$1.36M 0.02%
16,988
+2,186
902
$1.34M 0.02%
33,303
+7,095
903
$1.34M 0.02%
10,674
+1,415
904
$1.34M 0.02%
24,173
+1,451
905
$1.33M 0.02%
10,389
-8,188
906
$1.33M 0.02%
83,774
-3,344
907
$1.32M 0.02%
6,867
-11,139
908
$1.31M 0.02%
30,424
+3,606
909
$1.31M 0.02%
28,320
-30,858
910
$1.3M 0.02%
35,490
-6,632
911
$1.3M 0.02%
75,737
+17,166
912
$1.3M 0.02%
28,618
+2,639
913
$1.29M 0.02%
13,671
+816
914
$1.29M 0.02%
38,158
-18,402
915
$1.29M 0.02%
6,714
+661
916
$1.28M 0.02%
18,535
+395
917
$1.28M 0.02%
12,728
-47,970
918
$1.28M 0.02%
7,545
-2,632
919
$1.27M 0.01%
7,573
-780
920
$1.26M 0.01%
9,407
-3,941
921
$1.26M 0.01%
9,908
-624
922
$1.25M 0.01%
4,893
-4,252
923
$1.25M 0.01%
29,859
-5,518
924
$1.25M 0.01%
10,030
+3,507
925
$1.24M 0.01%
11,051
-1,161
35 36
37
38 39