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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
$928M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.18M
3
+$6.01M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.03M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.96M

Top Sells

1
+$10.2M
2
+$7.45M
3
+$7.15M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.87M

Sector Composition

1 Healthcare 4.28%
2 Technology 3.67%
3 Communication Services 3.16%
4 Financials 2.6%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$612K 0.07%
18,765
+5,764
227
$610K 0.07%
12,799
-797
228
$608K 0.07%
16,440
-378
229
$604K 0.07%
+11,183
230
$595K 0.06%
5,257
+1,289
231
$594K 0.06%
+18,326
232
$594K 0.06%
9,471
+1,406
233
$593K 0.06%
47,159
+8,845
234
$587K 0.06%
27,100
+7,102
235
$585K 0.06%
11,071
+1,848
236
$579K 0.06%
5,370
-158
237
$576K 0.06%
6,233
+2,172
238
$570K 0.06%
4,422
-53
239
$566K 0.06%
7,613
+2,446
240
$562K 0.06%
31,780
+12,265
241
$557K 0.06%
37,314
+11,969
242
$555K 0.06%
5,098
+1,647
243
$555K 0.06%
23,316
+11,585
244
$554K 0.06%
21,948
+8,047
245
$550K 0.06%
6,945
+1,911
246
$550K 0.06%
9,852
+1,012
247
$539K 0.06%
3,562
+671
248
$534K 0.06%
12,672
+2,353
249
$530K 0.06%
6,055
-368
250
$527K 0.06%
8,636
+330
8 9
10
11 12