AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$978M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.72M
3
+$3.18M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.14M
5
BIDU icon
Baidu
BIDU
+$2.99M

Top Sells

1
+$11.7M
2
+$11.1M
3
+$8.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
SAFM
Sanderson Farms Inc
SAFM
+$2.79M

Sector Composition

1 Healthcare 3.69%
2 Technology 3.49%
3 Financials 3.11%
4 Consumer Staples 2.9%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.12M 0.11%
15,382
+1,070
152
$1.12M 0.11%
32,094
+762
153
$1.11M 0.11%
9,396
+1,299
154
$1.11M 0.11%
28,025
-2,722
155
$1.1M 0.11%
49,432
+8,102
156
$1.1M 0.11%
43,035
+4,149
157
$1.1M 0.11%
50,474
+8,335
158
$1.07M 0.11%
7,645
-485
159
$1.07M 0.11%
79,672
-1,032
160
$1.05M 0.11%
141,081
-215,278
161
$1.05M 0.11%
19,688
+232
162
$1.05M 0.11%
14,824
+117
163
$1.04M 0.11%
9,231
-916
164
$1.03M 0.11%
19,490
-297
165
$1.03M 0.11%
12,199
+1,105
166
$1.01M 0.1%
29,353
-254,565
167
$1M 0.1%
23,687
+17,392
168
$1M 0.1%
35,849
-3,775
169
$998K 0.1%
7,961
-206
170
$993K 0.1%
27,164
-2,673
171
$989K 0.1%
34,761
-3,176
172
$989K 0.1%
10,433
+1,392
173
$988K 0.1%
41,440
+8,150
174
$984K 0.1%
11,667
+298
175
$964K 0.1%
35,515
+4,338
5 6
7
8 9