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
1876
$218K ﹤0.01%
+3,691
1877
$218K ﹤0.01%
2,479
-5,621
1878
$218K ﹤0.01%
+6,327
1879
$218K ﹤0.01%
+2,072
1880
$217K ﹤0.01%
+1,858
1881
$217K ﹤0.01%
+2,058
1882
$216K ﹤0.01%
4,487
-5,373
1883
$216K ﹤0.01%
+4,653
1884
$216K ﹤0.01%
+4,683
1885
$216K ﹤0.01%
1,135
-197
1886
$216K ﹤0.01%
36,343
+4,337
1887
$215K ﹤0.01%
8,642
-5,634
1888
$214K ﹤0.01%
4,235
-118
1889
$213K ﹤0.01%
8,895
-1,973
1890
$213K ﹤0.01%
+7,401
1891
$213K ﹤0.01%
+1,592
1892
$213K ﹤0.01%
2,198
-207
1893
$213K ﹤0.01%
+6,340
1894
$212K ﹤0.01%
1,024
-87
1895
$212K ﹤0.01%
+7,980
1896
$212K ﹤0.01%
5,666
-155
1897
$211K ﹤0.01%
+9,979
1898
$211K ﹤0.01%
+8,103
1899
$210K ﹤0.01%
+4,097
1900
$210K ﹤0.01%
2,003
-621
74 75
76
77 78