AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
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

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
POWI icon
1401
Power Integrations
POWI
$1.95B
$514K 0.01%
9,192
+2,205
RRX icon
1402
Regal Rexnord
RRX
$9.03B
$513K 0.01%
3,538
+825
KOF icon
1403
Coca-Cola Femsa
KOF
$18.9B
$511K 0.01%
5,285
+615
EXR icon
1404
Extra Space Storage
EXR
$28.3B
$511K 0.01%
3,464
-481
SHDG icon
1405
Soundwatch Hedged Equity ETF
SHDG
$165M
$510K 0.01%
17,164
-235
TIGR
1406
UP Fintech Holding
TIGR
$1.82B
$506K 0.01%
52,461
-78
TMHC icon
1407
Taylor Morrison
TMHC
$5.8B
$506K 0.01%
8,232
+1,309
WY icon
1408
Weyerhaeuser
WY
$16.6B
$505K 0.01%
19,668
+7,184
DBA icon
1409
Invesco DB Agriculture Fund
DBA
$777M
$505K 0.01%
19,307
+708
SKM icon
1410
SK Telecom
SKM
$7.71B
$504K 0.01%
+21,569
BEN icon
1411
Franklin Resources
BEN
$11.5B
$503K 0.01%
21,088
-5,403
BLDR icon
1412
Builders FirstSource
BLDR
$12.1B
$502K 0.01%
4,302
+641
PAM icon
1413
Pampa Energía
PAM
$4.65B
$501K 0.01%
7,224
+24
EBC icon
1414
Eastern Bankshares
EBC
$3.95B
$501K 0.01%
32,794
+5,918
PLMR icon
1415
Palomar
PLMR
$3.39B
$500K 0.01%
3,242
+600
ALRM icon
1416
Alarm.com
ALRM
$2.49B
$499K 0.01%
8,828
+339
FIVE icon
1417
Five Below
FIVE
$8.4B
$499K 0.01%
3,805
+422
CALX icon
1418
Calix
CALX
$4.24B
$499K 0.01%
9,384
+416
EL icon
1419
Estee Lauder
EL
$31.6B
$497K 0.01%
6,151
+1,135
FTC icon
1420
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
$497K 0.01%
3,291
-49
IYZ icon
1421
iShares US Telecommunications ETF
IYZ
$627M
$496K 0.01%
16,672
-5,269
TER icon
1422
Teradyne
TER
$28.5B
$495K 0.01%
5,506
-15,074
CACI icon
1423
CACI
CACI
$13B
$495K 0.01%
1,038
+31
EVTC icon
1424
Evertec
EVTC
$1.75B
$495K 0.01%
13,723
+2,798
PHG icon
1425
Philips
PHG
$26.8B
$492K 0.01%
20,517
+911