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
$978M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.72M
3
+$3.18M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.14M
5
BIDU icon
Baidu
BIDU
+$2.99M

Top Sells

1
+$11.7M
2
+$11.1M
3
+$8.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
SAFM
Sanderson Farms Inc
SAFM
+$2.79M

Sector Composition

1 Healthcare 3.69%
2 Technology 3.49%
3 Financials 3.11%
4 Consumer Staples 2.9%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.14%
26,127
+938
127
$1.34M 0.14%
103,996
+1,472
128
$1.33M 0.14%
+57,573
129
$1.3M 0.13%
59,256
-8,274
130
$1.3M 0.13%
12,796
+8,156
131
$1.28M 0.13%
14,044
-3,248
132
$1.28M 0.13%
21,305
+336
133
$1.26M 0.13%
29,487
+2,294
134
$1.25M 0.13%
121,084
-11,956
135
$1.24M 0.13%
24,761
+7,142
136
$1.23M 0.13%
+23,471
137
$1.21M 0.12%
12,990
+322
138
$1.21M 0.12%
39,764
-4,915
139
$1.2M 0.12%
20,597
+3,683
140
$1.2M 0.12%
167,856
-924
141
$1.19M 0.12%
80,753
-9,313
142
$1.19M 0.12%
6,482
+481
143
$1.18M 0.12%
17,321
+8,616
144
$1.18M 0.12%
24,503
+5,133
145
$1.17M 0.12%
31,078
-14
146
$1.16M 0.12%
23,599
+6,694
147
$1.15M 0.12%
54,425
+8,549
148
$1.15M 0.12%
50,289
+7,894
149
$1.14M 0.12%
10,950
-3,883
150
$1.12M 0.11%
+46,373
4 5
6
7 8