AI
Atria Investments Portfolio holdings
AUM $7.8B
AUM
$7.8B
AUM Growth
-$234M (-3%)
Cap. Flow
+$16.2M
Cap. Flow % of AUM
0.21%
Top 10 Holdings %Top 10 Hldgs %
12.41%
Holding
2,028
New
182
Increased
965
Reduced
740
Closed
138
Top Buys
| 1 | $67.5M | |
| 2 | $19.3M | |
| 3 | $16.5M | |
| 4 | $15.7M | |
| 5 | $12.1M |
Top Sells
| 1 | $84.7M | |
| 2 | $46.7M | |
| 3 | $44M | |
| 4 | $26.7M | |
| 5 | $23.7M |
Sector Composition
| 1 | Technology | 12.64% |
| 2 | Financials | 9.19% |
| 3 | Healthcare | 6.68% |
| 4 | Consumer Discretionary | 5.91% |
| 5 | Industrials | 5.59% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $279K | 0% | 7,970 +51 | +0.6% | +$1.78K | |||
| $278K | 0% | 10,008 -790 | -7% | -$22K | |||
| $278K | 0% | 6,961 -1,470 | -17% | -$58.7K | |||
| $277K | 0% | 10,690 +2,331 | +28% | +$60.3K | |||
| $276K | 0% | 11,973 -137 | -1% | -$3.16K | |||
| $275K | 0% | 20,660 +1,084 | +6% | +$14.5K | |||
| $275K | 0% | 8,935 | New | +$275K | |||
| $275K | 0% | 6,523 | New | +$275K | |||
| $275K | 0% | 10,915 +29 | +0.3% | +$730 | |||
| $274K | 0% | 6,248 +733 | +13% | +$32.2K | |||
| $274K | 0% | 8,716 -289 | -3% | -$9.1K | |||
| $274K | 0% | 2,276 -1,006 | -31% | -$121K | |||
| $274K | 0% | 5,777 +1,348 | +30% | +$64K | |||
| $274K | 0% | 11,505 +342 | +3% | +$8.15K | |||
| $274K | 0% | 10,283 | New | +$274K | |||
| $274K | 0% | 3,221 +1,512 | +88% | +$128K | |||
| $273K | 0% | 3,239 | New | +$273K | |||
| $273K | 0% | 1,834 | New | +$273K | |||
| $273K | 0% | 879 -150 | -15% | -$46.6K | |||
| $273K | 0% | 7,410 -31,749 | -81% | -$1.17M | |||
| $273K | 0% | 4,049 -1,123 | -22% | -$75.6K | |||
| $273K | 0% | 9,196 -309 | -3% | -$9.16K | |||
| $272K | 0% | 2,599 -6,712 | -72% | -$703K | |||
| $271K | 0% | 34,599 +7,867 | +29% | +$61.6K | |||
| $271K | 0% | 10,384 +1,171 | +13% | +$30.5K |
