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
1826
$238K ﹤0.01%
5,436
+138
1827
$237K ﹤0.01%
37,842
+19,216
1828
$236K ﹤0.01%
+525
1829
$236K ﹤0.01%
+8,403
1830
$236K ﹤0.01%
16,435
+1,411
1831
$235K ﹤0.01%
+7,416
1832
$235K ﹤0.01%
2,322
-4,437
1833
$234K ﹤0.01%
+5,871
1834
$234K ﹤0.01%
+569
1835
$234K ﹤0.01%
3,721
+40
1836
$233K ﹤0.01%
4,194
-1,754
1837
$232K ﹤0.01%
45,858
+7,148
1838
$231K ﹤0.01%
26,701
+10,561
1839
$231K ﹤0.01%
2,559
-680
1840
$230K ﹤0.01%
+9,756
1841
$230K ﹤0.01%
10,356
+9
1842
$230K ﹤0.01%
+1,405
1843
$230K ﹤0.01%
+7,305
1844
$229K ﹤0.01%
5,627
-1,334
1845
$228K ﹤0.01%
8,015
-24
1846
$228K ﹤0.01%
+7,791
1847
$228K ﹤0.01%
+2,999
1848
$227K ﹤0.01%
3,978
-382
1849
$227K ﹤0.01%
+6,119
1850
$227K ﹤0.01%
7,200
+157
72 73
74
75 76