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
1126
$850K 0.01%
+26,469
1127
$848K 0.01%
36,933
-4,958
1128
$847K 0.01%
11,296
-2,586
1129
$847K 0.01%
19,779
-38,577
1130
$847K 0.01%
24,535
-62
1131
$845K 0.01%
5,709
+1,856
1132
$844K 0.01%
12,653
-958
1133
$843K 0.01%
16,357
-6,188
1134
$840K 0.01%
28,701
-5,585
1135
$839K 0.01%
12,474
+1,978
1136
$839K 0.01%
5,439
-530
1137
$839K 0.01%
29,578
-5,115
1138
$837K 0.01%
26,227
-545
1139
$837K 0.01%
4,008
-3,962
1140
$836K 0.01%
8,032
-3,059
1141
$829K 0.01%
40,546
-5,239
1142
$829K 0.01%
3,385
+564
1143
$828K 0.01%
6,665
+1,904
1144
$825K 0.01%
+7,892
1145
$822K 0.01%
8,792
-357
1146
$821K 0.01%
33,985
-6,022
1147
$819K 0.01%
18,185
-138
1148
$819K 0.01%
9,305
+373
1149
$817K 0.01%
27,228
+5,085
1150
$812K 0.01%
21,396
-1,888
44 45
46
47 48