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
1176
$778K 0.01%
56,692
-2,168
1177
$778K 0.01%
2,674
+1,183
1178
$776K 0.01%
+9,522
1179
$776K 0.01%
2,473
+1,688
1180
$774K 0.01%
2,074
+333
1181
$774K 0.01%
8,400
-484
1182
$771K 0.01%
3,195
+1,248
1183
$771K 0.01%
12,207
+2,821
1184
$770K 0.01%
6,625
+144
1185
$768K 0.01%
22,389
+1,603
1186
$765K 0.01%
12,948
+296
1187
$765K 0.01%
8,617
+1,144
1188
$762K 0.01%
4,416
+1,971
1189
$762K 0.01%
42,123
+7,848
1190
$761K 0.01%
9,580
+1,074
1191
$760K 0.01%
10,481
-1,451
1192
$760K 0.01%
22,702
-5,582
1193
$758K 0.01%
32,371
+4,105
1194
$756K 0.01%
52,935
-29,746
1195
$755K 0.01%
4,565
-1,481
1196
$754K 0.01%
10,059
-10,945
1197
$753K 0.01%
13,524
-23,014
1198
$752K 0.01%
18,631
+3,631
1199
$751K 0.01%
48,103
-15,158
1200
$751K 0.01%
18,410
-2,029
46 47
48
49 50