AI

Atria Investments Portfolio holdings

AUM $7.8B
AUM
$7.8B
AUM Growth
-$234M
Cap. Flow
+$16.2M
Cap. Flow %
0.21%
Top 10 Hldgs %
12.41%
Holding
2,028
New
182
Increased
965
Reduced
740
Closed
138

Sector Composition

1Technology12.64%
2Financials9.19%
3Healthcare6.68%
4Consumer Discretionary5.91%
5Industrials5.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-7,871
Closed
$00%0
-7,358
Closed
$00%0
-10,603
Closed
$00%0
-8,686
Closed
$00%0
-22,146
Closed
$00%0
-10,290
Closed
$00%0
-5,592
Closed
$00%0
-10,855
Closed
$00%0
-19,688
Closed
$00%0
-1,515
Closed
$00%0
-6,275
Closed
$00%0
-9,685
Closed
$00%0
-6,602
Closed
$00%0
-3,392
Closed
$00%0
-10,767
Closed
$00%0
-2,006
Closed
$00%0
-12,031
Closed
$00%0
-2,070
Closed
$00%0
-5,049
Closed
$00%0
-9,372
Closed
$00%0
-3,921
Closed
$00%0
-3,813
Closed
$00%0
-3,330
Closed
$00%0
-10,376
Closed
$00%0
-105,322
Closed