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
1851
$227K ﹤0.01%
+7,710
1852
$226K ﹤0.01%
+2,502
1853
$226K ﹤0.01%
2,664
-5,164
1854
$226K ﹤0.01%
4,965
+231
1855
$226K ﹤0.01%
+8,846
1856
$226K ﹤0.01%
+8,190
1857
$226K ﹤0.01%
5,018
-1,481
1858
$225K ﹤0.01%
+7,316
1859
$224K ﹤0.01%
5,272
-1,418
1860
$224K ﹤0.01%
+1,240
1861
$223K ﹤0.01%
3,116
-353
1862
$223K ﹤0.01%
7,149
+144
1863
$222K ﹤0.01%
+5,381
1864
$222K ﹤0.01%
5,403
-351
1865
$222K ﹤0.01%
798
-747
1866
$222K ﹤0.01%
6,816
+683
1867
$221K ﹤0.01%
4,912
-6,103
1868
$221K ﹤0.01%
14,581
+2,641
1869
$221K ﹤0.01%
4,342
-996
1870
$220K ﹤0.01%
12,624
-6,580
1871
$220K ﹤0.01%
+6,164
1872
$219K ﹤0.01%
4,465
-1,871
1873
$218K ﹤0.01%
17,447
+2,785
1874
$218K ﹤0.01%
+3,024
1875
$218K ﹤0.01%
12,272
-3,070
73 74
75
76 77