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
1426
$492K 0.01%
32,733
+22,052
1427
$492K 0.01%
3,702
-2,337
1428
$490K 0.01%
+16,189
1429
$489K 0.01%
18,525
+149
1430
$487K 0.01%
7,938
-42
1431
$487K 0.01%
32,340
-85,865
1432
$486K 0.01%
+8,988
1433
$486K 0.01%
21,858
-8,020
1434
$486K 0.01%
6,760
+1,054
1435
$485K 0.01%
+10,744
1436
$483K 0.01%
269
-340
1437
$482K 0.01%
4,855
+802
1438
$482K 0.01%
7,574
-623
1439
$482K 0.01%
2,650
+28
1440
$482K 0.01%
3,025
-37
1441
$481K 0.01%
5,889
+37
1442
$481K 0.01%
12,540
+266
1443
$480K 0.01%
2,755
-337
1444
$480K 0.01%
2,021
-2,707
1445
$479K 0.01%
+13,643
1446
$478K 0.01%
9,737
-154
1447
$478K 0.01%
29,774
+11,274
1448
$477K 0.01%
2,766
-381
1449
$477K 0.01%
+1,619
1450
$476K 0.01%
22,087
+4,574
56 57
58
59 60