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
1626
$348K ﹤0.01%
6,791
-595
1627
$348K ﹤0.01%
5,250
+565
1628
$348K ﹤0.01%
2,014
-2,343
1629
$348K ﹤0.01%
14,921
+779
1630
$348K ﹤0.01%
27,814
-5,588
1631
$348K ﹤0.01%
7,302
+666
1632
$347K ﹤0.01%
1,146
-24
1633
$346K ﹤0.01%
75,602
-21,251
1634
$346K ﹤0.01%
13,997
-1,522
1635
$346K ﹤0.01%
+5,980
1636
$345K ﹤0.01%
4,847
+156
1637
$345K ﹤0.01%
6,711
-1,253
1638
$344K ﹤0.01%
15,760
-2,553
1639
$342K ﹤0.01%
+2,373
1640
$342K ﹤0.01%
32,552
-8,392
1641
$342K ﹤0.01%
+12,839
1642
$340K ﹤0.01%
1,614
+5
1643
$340K ﹤0.01%
16,561
-1,027
1644
$340K ﹤0.01%
6,515
-1,551
1645
$339K ﹤0.01%
12,284
+2,140
1646
$339K ﹤0.01%
12,287
-504
1647
$338K ﹤0.01%
+3,986
1648
$338K ﹤0.01%
6,241
+232
1649
$338K ﹤0.01%
12,493
+2,210
1650
$336K ﹤0.01%
8,627
+1,996
64 65
66
67 68