AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$978M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.72M
3
+$3.18M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.14M
5
BIDU icon
Baidu
BIDU
+$2.99M

Top Sells

1
+$11.7M
2
+$11.1M
3
+$8.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
SAFM
Sanderson Farms Inc
SAFM
+$2.79M

Sector Composition

1 Healthcare 3.69%
2 Technology 3.49%
3 Financials 3.11%
4 Consumer Staples 2.9%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.18%
+83,804
102
$1.77M 0.18%
27,496
+1,273
103
$1.72M 0.18%
18,133
+2,610
104
$1.71M 0.17%
125,504
-480
105
$1.67M 0.17%
17,107
-1,742
106
$1.66M 0.17%
189,876
-588
107
$1.66M 0.17%
16,540
-347
108
$1.61M 0.16%
28,447
+1,122
109
$1.53M 0.16%
16,288
+798
110
$1.53M 0.16%
18,761
+3,475
111
$1.52M 0.16%
19,810
+1,725
112
$1.5M 0.15%
23,950
+9,405
113
$1.49M 0.15%
35,767
-632
114
$1.48M 0.15%
16,049
+1,219
115
$1.46M 0.15%
8,856
+5,833
116
$1.46M 0.15%
34,396
-3,381
117
$1.42M 0.14%
15,463
-4,253
118
$1.41M 0.14%
27,966
+1,712
119
$1.4M 0.14%
13,530
-2,011
120
$1.4M 0.14%
7,726
-78
121
$1.38M 0.14%
221,068
-22,036
122
$1.38M 0.14%
11,426
-276
123
$1.37M 0.14%
26,714
-2,214
124
$1.37M 0.14%
26,417
-1,501
125
$1.34M 0.14%
30,300
+166
3 4
5
6 7