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
1701
$305K ﹤0.01%
+2,072
1702
$305K ﹤0.01%
12,582
-190
1703
$305K ﹤0.01%
12,519
+1,014
1704
$303K ﹤0.01%
1,791
+180
1705
$302K ﹤0.01%
+4,015
1706
$302K ﹤0.01%
+5,517
1707
$302K ﹤0.01%
+26,281
1708
$302K ﹤0.01%
+10,332
1709
$301K ﹤0.01%
+3,216
1710
$300K ﹤0.01%
5,837
+1,368
1711
$300K ﹤0.01%
8,003
-894
1712
$300K ﹤0.01%
+9,082
1713
$299K ﹤0.01%
+6,575
1714
$299K ﹤0.01%
14,810
+105
1715
$298K ﹤0.01%
28,764
+5,549
1716
$298K ﹤0.01%
1,575
+74
1717
$298K ﹤0.01%
17,590
+6,120
1718
$298K ﹤0.01%
+3,886
1719
$297K ﹤0.01%
7,038
-3,721
1720
$297K ﹤0.01%
8,237
-1,065
1721
$297K ﹤0.01%
6,427
+384
1722
$296K ﹤0.01%
2,923
+149
1723
$295K ﹤0.01%
1,493
+225
1724
$294K ﹤0.01%
+18,280
1725
$293K ﹤0.01%
1,374
-202
67 68
69
70 71