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
251
$527K 0.06%
8,636
+330
252
$526K 0.06%
14,418
-5,341
253
$525K 0.06%
8,096
-7,293
254
$523K 0.06%
6,638
-887
255
$518K 0.06%
17,432
-3,128
256
$513K 0.06%
10,684
+6,275
257
$513K 0.06%
11,414
+267
258
$512K 0.06%
7,037
-1,744
259
$512K 0.06%
8,393
+969
260
$502K 0.05%
5,607
+860
261
$500K 0.05%
10,742
+64
262
$499K 0.05%
12,411
-2,958
263
$499K 0.05%
2,009
+428
264
$499K 0.05%
12,581
-3,638
265
$495K 0.05%
+5,528
266
$494K 0.05%
47,229
-28,285
267
$493K 0.05%
8,555
-3,766
268
$493K 0.05%
9,725
-21
269
$492K 0.05%
2,560
-1,048
270
$489K 0.05%
16,400
+4,904
271
$488K 0.05%
6,004
-652
272
$486K 0.05%
36,638
+5,841
273
$486K 0.05%
+29,697
274
$478K 0.05%
4,985
-701
275
$470K 0.05%
17,720
+2,542
9 10
11
12 13