AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$978M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.72M
3
+$3.18M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.14M
5
BIDU icon
Baidu
BIDU
+$2.99M

Top Sells

1
+$11.7M
2
+$11.1M
3
+$8.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
SAFM
Sanderson Farms Inc
SAFM
+$2.79M

Sector Composition

1 Healthcare 3.69%
2 Technology 3.49%
3 Financials 3.11%
4 Consumer Staples 2.9%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$962K 0.1%
9,330
+531
177
$954K 0.1%
+26,121
178
$948K 0.1%
40,404
-3,720
179
$939K 0.1%
17,716
+2,246
180
$939K 0.1%
44,521
+8,918
181
$938K 0.1%
33,942
+86
182
$930K 0.1%
22,065
-2,596
183
$924K 0.09%
16,413
-257
184
$919K 0.09%
13,774
+158
185
$919K 0.09%
19,202
+1,786
186
$910K 0.09%
10,219
-5,893
187
$908K 0.09%
11,408
-2,519
188
$905K 0.09%
22,690
+2,521
189
$901K 0.09%
89,616
+36,472
190
$900K 0.09%
14,081
-1,181
191
$899K 0.09%
14,931
-262
192
$886K 0.09%
16,927
-1,164
193
$885K 0.09%
8,708
+948
194
$877K 0.09%
15,191
+438
195
$873K 0.09%
+23,455
196
$873K 0.09%
19,375
-1,783
197
$871K 0.09%
7,771
-5,360
198
$870K 0.09%
7,958
+642
199
$860K 0.09%
12,486
+1,180
200
$856K 0.09%
8,439
+1,244
6 7
8
9 10