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
$821M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 3.07%
2 Healthcare 2.71%
3 Technology 2.32%
4 Energy 2.2%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$447K 0.05%
+8,579
202
$446K 0.05%
+12,264
203
$444K 0.05%
+11,470
204
$442K 0.05%
+17,771
205
$441K 0.05%
+20,800
206
$440K 0.05%
+24,575
207
$435K 0.05%
+5,613
208
$433K 0.05%
+8,632
209
$427K 0.05%
+16,057
210
$426K 0.05%
+18,052
211
$421K 0.05%
+13,940
212
$420K 0.05%
+8,733
213
$419K 0.05%
+9,466
214
$418K 0.05%
+727
215
$418K 0.05%
+19,644
216
$415K 0.05%
+30,005
217
$415K 0.05%
+19,954
218
$414K 0.05%
+15,355
219
$411K 0.05%
+2,720
220
$407K 0.05%
+36,163
221
$406K 0.05%
+14,629
222
$405K 0.05%
+2,470
223
$405K 0.05%
+4,539
224
$404K 0.05%
+21,640
225
$402K 0.05%
+3,896