AI

Atria Investments Portfolio holdings

AUM $8.94B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$55.3K ﹤0.01%
12,849
+608
1977
$42.1K ﹤0.01%
+21,602
1978
$33K ﹤0.01%
16,491
-1,456
1979
$32.6K ﹤0.01%
12,581
-669
1980
$29.1K ﹤0.01%
22,920
-4,802
1981
$27.5K ﹤0.01%
22,171
-157
1982
$23K ﹤0.01%
+26,757
1983
– –
-12,285
1984
– –
-2,525
1985
– –
-18,031
1986
– –
-11,245
1987
– –
-2,292
1988
– –
-4,740
1989
– –
-6,058
1990
– –
-9,810
1991
– –
-93,156
1992
– –
-11,142
1993
– –
-5,552
1994
– –
-6,153
1995
– –
-7,687
1996
– –
-34,920
1997
– –
-81,713
1998
– –
-13,308
1999
– –
-520
2000
– –
-5,265
78 79
80
81 82