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
1451
$476K 0.01%
5,986
+1,545
1452
$476K 0.01%
8,072
+68
1453
$475K 0.01%
9,963
+203
1454
$475K 0.01%
5,582
-4,550
1455
$474K 0.01%
3,035
-395
1456
$473K 0.01%
20,904
-7,430
1457
$473K 0.01%
2,677
-245
1458
$472K 0.01%
4,193
-417
1459
$472K 0.01%
10,414
+444
1460
$468K 0.01%
13,265
+2,111
1461
$468K 0.01%
12,424
+212
1462
$465K 0.01%
+4,598
1463
$462K 0.01%
7,685
+1,766
1464
$462K 0.01%
7,360
+1,360
1465
$461K 0.01%
4,705
+256
1466
$459K 0.01%
50,564
-23,953
1467
$459K 0.01%
18,877
-3,110
1468
$458K 0.01%
+6,274
1469
$457K 0.01%
3,185
-1,352
1470
$456K 0.01%
5,996
+2,019
1471
$454K 0.01%
5,396
-671
1472
$453K 0.01%
6,131
-250
1473
$452K 0.01%
4,404
-569
1474
$451K 0.01%
6,641
+1,570
1475
$451K 0.01%
10,096
-1,169
57 58
59
60 61