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
1726
$292K ﹤0.01%
10,569
+36
1727
$292K ﹤0.01%
+10,204
1728
$291K ﹤0.01%
+982
1729
$290K ﹤0.01%
18,939
-307
1730
$289K ﹤0.01%
10,988
+604
1731
$288K ﹤0.01%
2,063
+81
1732
$287K ﹤0.01%
3,205
-198
1733
$287K ﹤0.01%
3,618
-454
1734
$287K ﹤0.01%
+3,637
1735
$287K ﹤0.01%
11,096
+406
1736
$287K ﹤0.01%
2,169
+717
1737
$286K ﹤0.01%
6,817
-1,714
1738
$286K ﹤0.01%
+4,464
1739
$286K ﹤0.01%
8,479
-237
1740
$284K ﹤0.01%
50,223
+8,551
1741
$284K ﹤0.01%
+6,112
1742
$283K ﹤0.01%
4,190
-195
1743
$283K ﹤0.01%
18,700
+3,057
1744
$282K ﹤0.01%
+5,471
1745
$282K ﹤0.01%
8,074
+1,209
1746
$282K ﹤0.01%
+7,140
1747
$281K ﹤0.01%
5,104
+243
1748
$281K ﹤0.01%
+53,738
1749
$281K ﹤0.01%
14,621
-72
1750
$280K ﹤0.01%
4,824
68 69
70
71 72