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
1251
$688K 0.01%
17,199
-1,160
1252
$688K 0.01%
33,746
+5,072
1253
$686K 0.01%
+20,454
1254
$684K 0.01%
24,327
+1,564
1255
$684K 0.01%
22,327
+2,527
1256
$684K 0.01%
5,008
-284
1257
$681K 0.01%
2,022
+1,061
1258
$680K 0.01%
13,345
+1,465
1259
$678K 0.01%
9,232
+2,573
1260
$675K 0.01%
20,679
-555
1261
$675K 0.01%
8,660
-8,109
1262
$674K 0.01%
25,512
+4,399
1263
$671K 0.01%
1,923
-1,152
1264
$670K 0.01%
8,347
+1,006
1265
$669K 0.01%
8,625
-112
1266
$667K 0.01%
14,755
+1,179
1267
$665K 0.01%
13,196
-179
1268
$665K 0.01%
4,913
+350
1269
$665K 0.01%
27,435
-2,518
1270
$661K 0.01%
20,685
+427
1271
$661K 0.01%
12,055
-23,861
1272
$660K 0.01%
14,134
-4,866
1273
$659K 0.01%
8,455
+449
1274
$655K 0.01%
50,567
+12,348
1275
$651K 0.01%
12,513
+986
49 50
51
52 53