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
$2.53B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$27.9M
3
+$21.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$21.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M

Top Sells

1
+$27.4M
2
+$16.8M
3
+$15.7M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$8.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.61M

Sector Composition

1 Technology 6.19%
2 Healthcare 4.59%
3 Financials 4.55%
4 Industrials 3.76%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.27M 0.09%
41,968
-3,988
202
$2.25M 0.09%
25,998
-7,489
203
$2.25M 0.09%
29,183
+3,001
204
$2.23M 0.09%
80,423
+162
205
$2.22M 0.09%
30,470
+178
206
$2.2M 0.09%
40,436
-11,755
207
$2.2M 0.09%
75,208
-14,832
208
$2.19M 0.09%
19,630
+207
209
$2.19M 0.09%
13,454
+119
210
$2.18M 0.09%
66,800
+11,446
211
$2.17M 0.09%
114,000
-8,096
212
$2.17M 0.09%
40,198
-6,493
213
$2.17M 0.09%
55,678
-6,971
214
$2.13M 0.08%
8,744
+29
215
$2.12M 0.08%
180,360
+138,654
216
$2.1M 0.08%
23,519
-1,339
217
$2.1M 0.08%
27,242
+8,312
218
$2.1M 0.08%
13,190
-715
219
$2.1M 0.08%
48,813
-9,590
220
$2.08M 0.08%
12,606
+2,499
221
$2.06M 0.08%
18,561
+473
222
$2.06M 0.08%
19,062
+1,016
223
$2.06M 0.08%
4,368
-2,545
224
$2.04M 0.08%
87,766
+977
225
$2.02M 0.08%
19,976
-4,090
7 8
9
10 11