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
926
$208K 0.01%
+2,400
927
$208K 0.01%
+2,573
928
$208K 0.01%
2,448
+107
929
$207K 0.01%
16,171
+2,282
930
$207K 0.01%
+5,665
931
$206K 0.01%
+6,058
932
$205K 0.01%
5,772
-517
933
$205K 0.01%
67,436
-2,889
934
$204K 0.01%
2,843
-663
935
$204K 0.01%
2,182
-1,584
936
$204K 0.01%
3,708
-420
937
$204K 0.01%
27,741
+1,656
938
$202K 0.01%
+3,514
939
$202K 0.01%
4,168
-627
940
$201K 0.01%
+7,581
941
$200K 0.01%
+5,533
942
$200K 0.01%
3,161
943
$198K 0.01%
12,156
-2,410
944
$173K 0.01%
5,241
-325
945
$171K 0.01%
13,919
+2,904
946
$168K 0.01%
17,125
-10,828
947
$164K 0.01%
11,021
-4,530
948
$158K 0.01%
12,436
-3,715
949
$158K 0.01%
12,165
+321
950
$155K 0.01%
11,069
-3,711
36 37
38
39 40