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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
1001
-15,947
1002
-11,041
1003
-7,156
1004
-23,041
1005
-6,435
1006
-19,595
1007
-3,983
1008
-3,869
1009
-2,804
1010
-1,677
1011
-3,707
1012
-5,794
1013
-2,093
1014
-5,556
1015
-6,070
1016
-16,699
1017
-11,614
1018
-22,154
1019
-4,938
1020
-16,698
1021
-17,656
1022
-10,506
1023
-122,616
1024
-12,678
1025
-9,207