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

Top Buys

1
+$14.8M
2
+$9.71M
3
+$6.07M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.18M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.07M

Top Sells

1
+$10.4M
2
+$7.6M
3
+$7.15M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.97M

Sector Composition

1 Healthcare 4.28%
2 Technology 3.75%
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%
15,324
+4,594
227
$612K 0.07%
18,765
+5,764
228
$610K 0.07%
12,799
-797
229
$608K 0.07%
16,440
-378
230
$604K 0.07%
+11,183
231
$595K 0.06%
5,257
+1,289
232
$594K 0.06%
+18,326
233
$594K 0.06%
9,471
+1,406
234
$593K 0.06%
47,159
+8,845
235
$587K 0.06%
27,100
+7,102
236
$585K 0.06%
11,071
+1,848
237
$579K 0.06%
5,370
-158
238
$576K 0.06%
6,233
+2,172
239
$570K 0.06%
4,422
-53
240
$566K 0.06%
7,613
+2,446
241
$562K 0.06%
31,780
+12,265
242
$557K 0.06%
37,314
+11,969
243
$555K 0.06%
23,316
+11,585
244
$555K 0.06%
5,098
+1,647
245
$554K 0.06%
21,948
+8,047
246
$550K 0.06%
6,945
+1,911
247
$550K 0.06%
9,852
+1,012
248
$539K 0.06%
3,562
+671
249
$534K 0.06%
12,672
+2,353
250
$530K 0.06%
6,055
-368
8 9
10
11 12