AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.75M 0.12%
36,553
-10,073
202
$9.62M 0.11%
165,743
-382
203
$9.61M 0.11%
238,845
+99,686
204
$9.45M 0.11%
24,337
-7,496
205
$9.36M 0.11%
70,691
+26,887
206
$9.28M 0.11%
149,680
+4,121
207
$9.24M 0.11%
84,361
+13,274
208
$9.2M 0.11%
146,530
-2,346
209
$9.19M 0.11%
93,093
+2,934
210
$9.15M 0.11%
99,626
-19,773
211
$9.12M 0.11%
17,927
+5,249
212
$9.11M 0.11%
87,147
-14,445
213
$9.1M 0.11%
375,544
+59,750
214
$8.98M 0.11%
26,152
-1,381
215
$8.98M 0.11%
17,954
-3,650
216
$8.93M 0.11%
29,365
-1,434
217
$8.92M 0.11%
164,283
+8,505
218
$8.91M 0.11%
342,350
+55,389
219
$8.79M 0.1%
91,761
-5,671
220
$8.79M 0.1%
207,188
+11,402
221
$8.76M 0.1%
79,026
+14,392
222
$8.74M 0.1%
238,991
+232,831
223
$8.72M 0.1%
136,889
+9,636
224
$8.7M 0.1%
+372,870
225
$8.64M 0.1%
79,534
+9,484
7 8
9
10 11