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 | |
|---|---|---|---|---|---|---|---|
| $501K | 0.01% | 6,350 -29 | -0.5% | -$2.29K | |||
| $501K | 0.01% | 18,376 +4,266 | +30% | +$116K | |||
| $501K | 0.01% | 3,483 -104 | -3% | -$15K | |||
| $500K | 0.01% | 3,467 -654 | -16% | -$94.4K | |||
| $500K | 0.01% | 9,891 -17 | -0.2% | -$859 | |||
| $500K | 0.01% | 11,792 | New | +$500K | |||
| $499K | 0.01% | 2,260 +176 | +8% | +$38.8K | |||
| $499K | 0.01% | 9,760 +1,572 | +19% | +$80.3K | |||
| $497K | 0.01% | 4,739 +1,883 | +66% | +$198K | |||
| $496K | 0.01% | 5,236 +1,510 | +41% | +$143K | |||
| $494K | 0.01% | 1,492 -891 | -37% | -$295K | |||
| $493K | 0.01% | 2,922 -273 | -9% | -$46.1K | |||
| $493K | 0.01% | 5,065 -1,261 | -20% | -$123K | |||
| $492K | 0.01% | 9,502 -544 | -5% | -$28.2K | |||
| $492K | 0.01% | 54,992 +2,082 | +4% | +$18.6K | |||
| $492K | 0.01% | 9,224 +1,969 | +27% | +$105K | |||
| $491K | 0.01% | 48,680 -5,236 | -10% | -$52.8K | |||
| $490K | 0.01% | 18,599 +2,813 | +18% | +$74.1K | |||
| $489K | 0.01% | 3,547 +855 | +32% | +$118K | |||
| $489K | 0.01% | 11,763 | New | +$489K | |||
| $488K | 0.01% | 3,092 +142 | +5% | +$22.4K | |||
| $487K | 0.01% | 59,443 | New | +$487K | |||
| $487K | 0.01% | 7,498 -1,788 | -19% | -$116K | |||
| $487K | 0.01% | 4,532 +428 | +10% | +$46K | |||
| $487K | 0.01% | 2,614 +3 | +0.1% | +$559 |
