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
201
$845K 0.09%
14,474
+1,288
202
$842K 0.09%
7,786
+2,331
203
$836K 0.09%
21,124
-17,256
204
$827K 0.08%
6,700
+415
205
$822K 0.08%
20,935
+431
206
$817K 0.08%
9,771
-1,037
207
$816K 0.08%
+41,627
208
$812K 0.08%
8,260
+863
209
$805K 0.08%
5,824
-2,933
210
$804K 0.08%
6,723
+73
211
$801K 0.08%
6,304
+272
212
$796K 0.08%
20,763
+3,300
213
$795K 0.08%
+21,558
214
$792K 0.08%
55,695
+498
215
$792K 0.08%
29,762
-1,556
216
$791K 0.08%
7,541
+1,801
217
$788K 0.08%
14,414
+6,554
218
$783K 0.08%
31,099
+4,070
219
$780K 0.08%
+39,330
220
$775K 0.08%
2,360
+179
221
$768K 0.08%
12,488
+8,126
222
$758K 0.08%
18,100
-606
223
$744K 0.08%
11,541
+2,813
224
$740K 0.08%
+23,178
225
$733K 0.08%
9,622
-138
7 8
9
10 11