AI
Atria Investments Portfolio holdings
AUM $7.8B
AUM
$7.8B
AUM Growth
-$234M (-3%)
Cap. Flow
+$16.2M
Cap. Flow % of AUM
0.21%
Top 10 Holdings %Top 10 Hldgs %
12.41%
Holding
2,028
New
182
Increased
965
Reduced
740
Closed
138
Top Buys
| 1 | $67.5M | |
| 2 | $19.3M | |
| 3 | $16.5M | |
| 4 | $15.7M | |
| 5 | $12.1M |
Top Sells
| 1 | $84.7M | |
| 2 | $46.7M | |
| 3 | $44M | |
| 4 | $26.7M | |
| 5 | $23.7M |
Sector Composition
| 1 | Technology | 12.64% |
| 2 | Financials | 9.19% |
| 3 | Healthcare | 6.68% |
| 4 | Consumer Discretionary | 5.91% |
| 5 | Industrials | 5.59% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $554K | 0.01% | 7,573 -18 | -0.2% | -$1.32K | |||
| $551K | 0.01% | 26,684 -23,781 | -47% | -$491K | |||
| $550K | 0.01% | 25,098 +1,723 | +7% | +$37.8K | |||
| $549K | 0.01% | 4,409 +942 | +27% | +$117K | |||
| $549K | 0.01% | 4,059 -882 | -18% | -$119K | |||
| $548K | 0.01% | 16,506 +8,444 | +105% | +$280K | |||
| $548K | 0.01% | 21,441 | New | +$548K | |||
| $548K | 0.01% | 7,570 +1,728 | +30% | +$125K | |||
| $546K | 0.01% | 6,503 -1,985 | -23% | -$167K | |||
| $546K | 0.01% | 3,669 +530 | +17% | +$78.8K | |||
| $544K | 0.01% | 10,199 -6,151 | -38% | -$328K | |||
| $543K | 0.01% | 7,689 +2,705 | +54% | +$191K | |||
| $543K | 0.01% | 23,311 -1,861 | -7% | -$43.4K | |||
| $542K | 0.01% | 22,143 +11,222 | +103% | +$275K | |||
| $542K | 0.01% | 5,970 -5,093 | -46% | -$462K | |||
| $541K | 0.01% | 6,724 +1,227 | +22% | +$98.8K | |||
| $540K | 0.01% | 30,498 +3,177 | +12% | +$56.3K | |||
| $540K | 0.01% | 7,563 +4,573 | +153% | +$326K | |||
| $537K | 0.01% | 4,063 -893 | -18% | -$118K | |||
| $537K | 0.01% | 2,821 +123 | +5% | +$23.4K | |||
| $536K | 0.01% | 8,511 +128 | +2% | +$8.06K | |||
| $536K | 0.01% | 7,417 +429 | +6% | +$31K | |||
| $534K | 0.01% | 5,081 +179 | +4% | +$18.8K | |||
| $533K | 0.01% | 5,154 +1,388 | +37% | +$144K | |||
| $532K | 0.01% | 2,917 -1,019 | -26% | -$186K |
