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
1051
$967K 0.01%
5,614
+1,064
1052
$967K 0.01%
23,215
+12,768
1053
$966K 0.01%
9,159
+580
1054
$966K 0.01%
3,079
+221
1055
$966K 0.01%
+24,297
1056
$966K 0.01%
3,976
-506
1057
$964K 0.01%
36,032
-8,221
1058
$962K 0.01%
54,381
+8,228
1059
$961K 0.01%
68,959
+27,642
1060
$960K 0.01%
3,259
-169
1061
$958K 0.01%
23,578
+4,127
1062
$956K 0.01%
2,928
+715
1063
$951K 0.01%
6,025
+649
1064
$949K 0.01%
5,841
-4,173
1065
$946K 0.01%
24,672
-12,584
1066
$943K 0.01%
3,328
-70
1067
$941K 0.01%
20,399
-1,124
1068
$938K 0.01%
47,497
-208,393
1069
$938K 0.01%
40,640
+16,147
1070
$934K 0.01%
32,963
+1,875
1071
$934K 0.01%
21,074
+698
1072
$934K 0.01%
2,810
+240
1073
$931K 0.01%
3,808
-526
1074
$931K 0.01%
3,797
+880
1075
$930K 0.01%
12,733
+310
41 42
43
44 45