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
1476
$449K 0.01%
+14,569
1477
$449K 0.01%
11,154
-784
1478
$449K 0.01%
4,719
-346
1479
$449K 0.01%
22,292
-5,903
1480
$448K 0.01%
52,846
-295
1481
$448K 0.01%
13,473
-1,122
1482
$448K 0.01%
4,417
-1,227
1483
$448K 0.01%
49,552
-731
1484
$447K 0.01%
1,316
+69
1485
$447K 0.01%
1,625
-43
1486
$447K 0.01%
4,538
+72
1487
$446K 0.01%
3,514
+827
1488
$444K 0.01%
4,263
-220
1489
$443K 0.01%
20,915
+60
1490
$439K 0.01%
7,363
+31
1491
$439K 0.01%
8,433
+3,694
1492
$439K 0.01%
4,230
+592
1493
$438K 0.01%
4,658
-3,874
1494
$437K 0.01%
16,510
-66,222
1495
$437K 0.01%
10,273
+3,154
1496
$437K 0.01%
8,681
+3,915
1497
$436K 0.01%
+3,230
1498
$436K 0.01%
+9,657
1499
$435K 0.01%
84,067
+57,350
1500
$434K 0.01%
5,831
+897
58 59
60
61 62