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
$2.53B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$27.9M
3
+$21.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$21.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M

Top Sells

1
+$27.4M
2
+$16.8M
3
+$15.7M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$8.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.61M

Sector Composition

1 Technology 6.19%
2 Healthcare 4.59%
3 Financials 4.55%
4 Industrials 3.76%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.54M 0.14%
70,162
+25,655
127
$3.53M 0.14%
30,744
+5,549
128
$3.5M 0.14%
61,560
+5,232
129
$3.47M 0.14%
32,356
-7,907
130
$3.46M 0.14%
21,263
+1,724
131
$3.45M 0.14%
45,517
-10,582
132
$3.44M 0.14%
66,163
+23,416
133
$3.42M 0.14%
71,575
+12,749
134
$3.41M 0.13%
73,072
-4,711
135
$3.4M 0.13%
36,548
+7,390
136
$3.36M 0.13%
14,291
+790
137
$3.31M 0.13%
53,264
+1,202
138
$3.27M 0.13%
8,787
+357
139
$3.23M 0.13%
50,856
+14,385
140
$3.22M 0.13%
21,213
+438
141
$3.2M 0.13%
38,936
-835
142
$3.16M 0.12%
37,293
+948
143
$3.15M 0.12%
35,591
-653
144
$3.13M 0.12%
338,028
-6,686
145
$3.12M 0.12%
19,568
+618
146
$3.1M 0.12%
60,866
+1,997
147
$3.06M 0.12%
11,583
+59
148
$3.05M 0.12%
39,485
-6,526
149
$3.02M 0.12%
45,154
+10,320
150
$3.01M 0.12%
36,014
+17,846
4 5
6
7 8