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
1276
$650K 0.01%
13,134
-9,810
1277
$650K 0.01%
9,157
+577
1278
$650K 0.01%
10,134
1279
$650K 0.01%
98,576
-7
1280
$650K 0.01%
52,262
-2,039
1281
$649K 0.01%
14,500
-2,481
1282
$649K 0.01%
15,037
+4,914
1283
$649K 0.01%
8,895
+3,721
1284
$649K 0.01%
4,786
+727
1285
$648K 0.01%
8,128
+1,404
1286
$647K 0.01%
38,142
-22,912
1287
$643K 0.01%
11,470
-9,312
1288
$642K 0.01%
+10,692
1289
$640K 0.01%
19,519
-1,382
1290
$638K 0.01%
26,071
+5,361
1291
$638K 0.01%
12,273
+5,378
1292
$637K 0.01%
15,094
+5,778
1293
$636K 0.01%
5,241
+30
1294
$636K 0.01%
4,042
-21
1295
$635K 0.01%
+22,211
1296
$635K 0.01%
325
+21
1297
$634K 0.01%
30,517
+19
1298
$634K 0.01%
+20,095
1299
$632K 0.01%
3,491
+8
1300
$632K 0.01%
13,932
+2,169
50 51
52
53 54