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 | |
|---|---|---|---|---|---|---|---|
| $271K | 0% | 10,839 +2,577 | +31% | +$64.3K | |||
| $270K | 0% | 3,430 +827 | +32% | +$65.2K | |||
| $270K | 0% | 5,581 +326 | +6% | +$15.8K | |||
| $270K | 0% | 520 -288 | -36% | -$150K | |||
| $270K | 0% | 3,170 -456 | -13% | -$38.8K | |||
| $270K | 0% | 21,012 +1,340 | +7% | +$17.2K | |||
| $270K | 0% | 5,119 +86 | +2% | +$4.53K | |||
| $269K | 0% | 5,338 | New | +$269K | |||
| $268K | 0% | 2,688 | New | +$268K | |||
| $268K | 0% | 8,531 -4,289 | -33% | -$135K | |||
| $267K | 0% | 6,815 +346 | +5% | +$13.5K | |||
| $266K | 0% | 1,268 -1,087 | -46% | -$228K | |||
| $265K | 0% | 13,360 +1,584 | +13% | +$31.5K | |||
| $265K | 0% | 4,824 | New | +$265K | |||
| $265K | 0% | 2,687 -698 | -21% | -$68.9K | |||
| $265K | 0% | 7,386 -1,470 | -17% | -$52.7K | |||
| $264K | 0% | 5,328 +1,169 | +28% | +$58K | |||
| $264K | 0% | 3,403 -616 | -15% | -$47.7K | |||
| $263K | 0% | 44,659 +1,214 | +3% | +$7.16K | |||
| $263K | 0% | 3,469 | New | +$263K | |||
| $263K | 0% | 32,006 -2,825 | -8% | -$23.2K | |||
| $262K | 0% | 7,501 | New | +$262K | |||
| $262K | 0% | 8,777 -1,134 | -11% | -$33.8K | |||
| $261K | 0% | 9,818 -300 | -3% | -$7.99K | |||
| $261K | 0% | 10,956 -2,000 | -15% | -$47.7K |
