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
951
$1.19M 0.01%
133,008
+16,893
952
$1.19M 0.01%
20,187
+5,384
953
$1.18M 0.01%
11,942
-1,989
954
$1.17M 0.01%
5,812
-3,116
955
$1.17M 0.01%
21,256
+14,128
956
$1.17M 0.01%
46,980
+2,250
957
$1.17M 0.01%
2,853
+1,361
958
$1.16M 0.01%
27,119
-6,853
959
$1.15M 0.01%
19,709
-2,078
960
$1.15M 0.01%
56,097
+7,649
961
$1.14M 0.01%
7,273
+38
962
$1.14M 0.01%
7,516
-11,405
963
$1.14M 0.01%
10,044
+511
964
$1.14M 0.01%
10,849
-67
965
$1.14M 0.01%
19,496
+7,233
966
$1.14M 0.01%
54,336
-559,440
967
$1.14M 0.01%
+3,243
968
$1.14M 0.01%
3,611
+641
969
$1.13M 0.01%
12,303
+3,297
970
$1.13M 0.01%
9,791
+442
971
$1.13M 0.01%
9,800
-33,557
972
$1.12M 0.01%
51,317
-25,951
973
$1.12M 0.01%
3,997
+48
974
$1.12M 0.01%
44,790
-166
975
$1.11M 0.01%
12,202
-141
37 38
39
40 41