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
$821M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 3.07%
2 Healthcare 2.71%
3 Technology 2.32%
4 Energy 2.2%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$788K 0.1%
+3,389
127
$777K 0.09%
+11,865
128
$774K 0.09%
+8,951
129
$761K 0.09%
+25,788
130
$758K 0.09%
+26,888
131
$747K 0.09%
+6,755
132
$742K 0.09%
+8,114
133
$742K 0.09%
+18,342
134
$734K 0.09%
+14,575
135
$731K 0.09%
+31,543
136
$726K 0.09%
+11,871
137
$722K 0.09%
+17,460
138
$720K 0.09%
+9,498
139
$710K 0.09%
+17,710
140
$707K 0.09%
+9,768
141
$704K 0.09%
+15,078
142
$694K 0.08%
+33,258
143
$693K 0.08%
+49,940
144
$691K 0.08%
+29,920
145
$690K 0.08%
+15,126
146
$689K 0.08%
+8,172
147
$686K 0.08%
+15,559
148
$680K 0.08%
+8,990
149
$679K 0.08%
+2,645
150
$677K 0.08%
+17,756