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
1376
$543K 0.01%
21,808
-305,684
1377
$540K 0.01%
1,648
-52
1378
$539K 0.01%
60,397
+9,898
1379
$538K 0.01%
79,141
+14,092
1380
$538K 0.01%
57,162
-32,303
1381
$537K 0.01%
38,446
-1,384
1382
$536K 0.01%
18,433
-7,879
1383
$534K 0.01%
+9,159
1384
$533K 0.01%
6,418
-85
1385
$532K 0.01%
1,940
-320
1386
$531K 0.01%
1,865
+30
1387
$531K 0.01%
3,024
-252
1388
$526K 0.01%
4,557
-3,423
1389
$526K 0.01%
12,945
+2,605
1390
$525K 0.01%
9,110
-2,682
1391
$525K 0.01%
6,940
-1,571
1392
$523K 0.01%
9,707
-1,336
1393
$523K 0.01%
6,311
-3,597
1394
$522K 0.01%
12,264
-193
1395
$521K 0.01%
7,777
+471
1396
$520K 0.01%
9,568
-1,614
1397
$519K 0.01%
5,044
+382
1398
$519K 0.01%
+5,272
1399
$517K 0.01%
7,613
-76
1400
$517K 0.01%
11,886
-1,685
54 55
56
57 58