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
1551
$395K ﹤0.01%
13,842
+5,566
1552
$395K ﹤0.01%
8,914
-18
1553
$394K ﹤0.01%
+200,910
1554
$393K ﹤0.01%
7,923
+1,520
1555
$393K ﹤0.01%
5,215
-166
1556
$393K ﹤0.01%
18,339
-21,919
1557
$392K ﹤0.01%
+970
1558
$391K ﹤0.01%
4,305
-607
1559
$391K ﹤0.01%
86,324
+13,837
1560
$391K ﹤0.01%
3,031
+305
1561
$390K ﹤0.01%
11,463
+835
1562
$389K ﹤0.01%
3,962
-11,147
1563
$388K ﹤0.01%
22,828
+213
1564
$386K ﹤0.01%
1,429
-7,064
1565
$385K ﹤0.01%
53,206
+646
1566
$385K ﹤0.01%
17,515
-5,796
1567
$385K ﹤0.01%
7,484
+1,774
1568
$385K ﹤0.01%
16,138
+1,895
1569
$385K ﹤0.01%
3,729
+205
1570
$385K ﹤0.01%
3,669
+981
1571
$384K ﹤0.01%
5,877
+677
1572
$383K ﹤0.01%
10,215
-46
1573
$383K ﹤0.01%
2,948
+517
1574
$382K ﹤0.01%
15,472
+754
1575
$382K ﹤0.01%
+2,727
61 62
63
64 65