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 | |
|---|---|---|---|---|---|---|---|
| $221K | 0% | 9,478 +1,826 | +24% | +$42.6K | |||
| $220K | 0% | 2,491 | New | +$220K | |||
| $220K | 0% | 9,808 | New | +$220K | |||
| $219K | 0% | 4,775 | New | +$219K | |||
| $219K | 0% | 7,094 +10 | +0.1% | +$309 | |||
| $219K | 0% | 7,738 -1,373 | -15% | -$38.8K | |||
| $219K | 0% | 1,835 +185 | +11% | +$22.1K | |||
| $218K | 0% | 4,360 -678 | -13% | -$34K | |||
| $218K | 0% | 8,276 | New | +$218K | |||
| $218K | 0% | 15,024 -11,152 | -43% | -$162K | |||
| $218K | 0% | 4,740 +1,047 | +28% | +$48K | |||
| $217K | 0% | 1,574 -947 | -38% | -$131K | |||
| $217K | 0% | 2,405 | New | +$217K | |||
| $217K | 0% | 3,404 +107 | +3% | +$6.83K | |||
| $217K | 0% | 961 -12 | -1% | -$2.71K | |||
| $217K | 0% | 5,380 +77 | +1% | +$3.1K | |||
| $216K | 0% | 17,389 | New | +$216K | |||
| $215K | 0% | 4,677 +455 | +11% | +$20.9K | |||
| $215K | 0% | 38,710 +2,841 | +8% | +$15.8K | |||
| $215K | 0% | 7,867 -235 | -3% | -$6.43K | |||
| $215K | 0% | 23,215 +2,530 | +12% | +$23.4K | |||
| $214K | 0% | 18,433 | New | +$214K | |||
| $213K | 0% | 2,657 -551 | -17% | -$44.2K | |||
| $213K | 0% | 9,340 | New | +$213K | |||
| $213K | 0% | 5,763 | New | +$213K |
