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
276
$467K 0.05%
8,215
+5,115
277
$466K 0.05%
17,316
-942
278
$463K 0.05%
+3,329
279
$463K 0.05%
12,590
+386
280
$460K 0.05%
8,498
+1,107
281
$460K 0.05%
16,974
-268
282
$458K 0.05%
18,542
-7,368
283
$458K 0.05%
+17,579
284
$455K 0.05%
17,139
+154
285
$454K 0.05%
3,939
-735
286
$453K 0.05%
7,906
-1,353
287
$452K 0.05%
12,130
+3,851
288
$451K 0.05%
5,049
+257
289
$448K 0.05%
11,182
+1,029
290
$446K 0.05%
5,516
+793
291
$444K 0.05%
2,846
+227
292
$443K 0.05%
16,530
-29,606
293
$441K 0.05%
8,241
-1,822
294
$439K 0.05%
30,091
+15,416
295
$439K 0.05%
9,634
+513
296
$433K 0.05%
5,391
-487
297
$429K 0.05%
4,247
-77
298
$427K 0.05%
6,942
-2,092
299
$427K 0.05%
8,348
-178
300
$424K 0.05%
11,058
-386
10 11
12
13 14