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Atria Investments Portfolio holdings

AUM $8.94B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.63%
2 Financials 4.57%
3 Healthcare 4.3%
4 Consumer Discretionary 3.67%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
-20,392
977
-13,645
978
-2,236
979
-2,485
980
-27,900
981
-4,135
982
-10,900
983
-8,161
984
-12,685
985
-62,387
986
-7,984
987
-177
988
-199,389
989
-2,038
990
-683
991
-28,514
992
-4,090
993
-6,600
994
-4,958
995
-7,493
996
-11,027
997
-451
998
-12,046
999
-4,190
1000
-77,617