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
1351
$568K 0.01%
11,532
-4
1352
$565K 0.01%
12,500
+1,172
1353
$565K 0.01%
3,611
+1,730
1354
$562K 0.01%
10,207
-401
1355
$561K 0.01%
15,761
+8,946
1356
$559K 0.01%
+19,780
1357
$557K 0.01%
+4,935
1358
$556K 0.01%
14,446
-17,047
1359
$555K 0.01%
11,896
-3,808
1360
$555K 0.01%
25,321
+371
1361
$554K 0.01%
9,119
+4,002
1362
$553K 0.01%
11,752
+3,844
1363
$553K 0.01%
39,856
+18,844
1364
$552K 0.01%
+4,941
1365
$551K 0.01%
5,181
+2,041
1366
$550K 0.01%
128,256
+20,058
1367
$549K 0.01%
53,137
+4,884
1368
$549K 0.01%
9,784
+151
1369
$547K 0.01%
30,295
-5,736
1370
$547K 0.01%
8,538
+941
1371
$546K 0.01%
3,942
-556
1372
$544K 0.01%
7,754
-172
1373
$544K 0.01%
+18,380
1374
$544K 0.01%
17,121
+661
1375
$544K 0.01%
+25,904
53 54
55
56 57