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
$1.84B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$14.2M
3
+$10.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.11M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.69M

Top Sells

1
+$9.29M
2
+$4.7M
3
+$3.75M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.04M
5
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$3M

Sector Composition

1 Technology 5.41%
2 Healthcare 4.53%
3 Financials 4.39%
4 Industrials 3.5%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.35M 0.07%
26,843
+522
252
$1.35M 0.07%
53,409
-1,643
253
$1.34M 0.07%
11,283
+9,193
254
$1.32M 0.07%
+34,491
255
$1.31M 0.07%
24,269
-3,007
256
$1.29M 0.07%
9,086
-903
257
$1.28M 0.07%
34,912
+2,404
258
$1.27M 0.07%
8,711
-130
259
$1.27M 0.07%
12,396
-1,821
260
$1.27M 0.07%
25,377
+2,794
261
$1.25M 0.07%
5,277
+76
262
$1.25M 0.07%
48,000
-642
263
$1.24M 0.07%
58,716
+4,784
264
$1.23M 0.07%
5,052
+271
265
$1.23M 0.07%
13,650
-6,527
266
$1.23M 0.07%
44,398
-1,296
267
$1.23M 0.07%
45,774
-8,269
268
$1.22M 0.07%
15,562
+1,214
269
$1.21M 0.07%
19,522
+794
270
$1.2M 0.07%
21,338
+11,018
271
$1.2M 0.07%
9,070
+148
272
$1.2M 0.07%
20,279
+3,537
273
$1.19M 0.07%
18,760
+7,551
274
$1.19M 0.06%
3,806
+900
275
$1.18M 0.06%
30,814
+8,244
9 10
11
12 13