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
$978M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.72M
3
+$3.18M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.14M
5
BIDU icon
Baidu
BIDU
+$2.99M

Top Sells

1
+$11.7M
2
+$11.1M
3
+$8.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
SAFM
Sanderson Farms Inc
SAFM
+$2.79M

Sector Composition

1 Healthcare 3.69%
2 Technology 3.49%
3 Financials 3.11%
4 Consumer Staples 2.9%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.59M 0.26%
26,172
+17,054
77
$2.58M 0.26%
34,434
+1,665
78
$2.53M 0.26%
52,244
-3
79
$2.52M 0.26%
21,086
+643
80
$2.4M 0.25%
62,204
-5,604
81
$2.36M 0.24%
+42,947
82
$2.33M 0.24%
12,770
-1,277
83
$2.3M 0.24%
55,385
+12,245
84
$2.25M 0.23%
39,326
-1,887
85
$2.23M 0.23%
20,371
-5,139
86
$2.21M 0.23%
8,849
+173
87
$2.16M 0.22%
74,384
-16,786
88
$2.16M 0.22%
33,267
-2,523
89
$2.13M 0.22%
76,029
+802
90
$2.03M 0.21%
25,401
+1,111
91
$2.02M 0.21%
454,144
-6,400
92
$2M 0.2%
39,994
+2,335
93
$1.99M 0.2%
18,652
-1,819
94
$1.97M 0.2%
19,391
+3,916
95
$1.93M 0.2%
70,805
+442
96
$1.89M 0.19%
38,764
-1,118
97
$1.88M 0.19%
22,515
-1,313
98
$1.84M 0.19%
73,193
-826
99
$1.82M 0.19%
14,837
+3,702
100
$1.78M 0.18%
82,908
-270
2 3
4
5 6