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 | |
|---|---|---|---|---|---|---|---|
| $212K | 0% | 9,414 +416 | +5% | +$9.36K | |||
| $212K | 0% | 2,949 | New | +$212K | |||
| $212K | 0% | 2,292 +17 | +0.8% | +$1.57K | |||
| $211K | 0% | 14,662 | New | +$211K | |||
| $210K | 0% | 1,111 -487 | -30% | -$92.1K | |||
| $210K | 0% | 6,636 +48 | +0.7% | +$1.52K | |||
| $209K | 0% | 5,109 | New | +$209K | |||
| $208K | 0% | 13,153 | New | +$208K | |||
| $208K | 0% | 7,199 -1,537 | -18% | -$44.3K | |||
| $207K | 0% | 1,101 -32 | -3% | -$6.01K | |||
| $207K | 0% | 2,608 | New | +$207K | |||
| $205K | 0% | 8,039 | New | +$205K | |||
| $204K | 0% | 7,373 | New | +$204K | |||
| $204K | 0% | 1,332 -270 | -17% | -$41.4K | |||
| $204K | 0% | 4,734 | New | +$204K | |||
| $204K | 0% | 4,535 | New | +$204K | |||
| $203K | 0% | 7,964 | New | +$203K | |||
| $203K | 0% | 3,798 | New | +$203K | |||
| $202K | 0% | 2,829 | New | +$202K | |||
| $202K | 0% | 12,146 | New | +$202K | |||
| $202K | 0% | 1,452 | New | +$202K | |||
| $201K | 0% | 7,005 | New | +$201K | |||
| $201K | 0% | 6,153 | New | +$201K | |||
| $201K | 0% | 2,256 -547 | -20% | -$48.8K | |||
| $201K | 0% | 3,732 -546 | -13% | -$29.3K |
