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
276
$1.18M 0.06%
16,184
+1,068
277
$1.18M 0.06%
3,242
+406
278
$1.17M 0.06%
6,292
+4,474
279
$1.16M 0.06%
7,616
+2,552
280
$1.15M 0.06%
10,806
-584
281
$1.15M 0.06%
39,640
+3,954
282
$1.14M 0.06%
36,451
+12,080
283
$1.13M 0.06%
45,967
+17,214
284
$1.12M 0.06%
52,585
-2,511
285
$1.12M 0.06%
52,722
+482
286
$1.1M 0.06%
7,757
+942
287
$1.1M 0.06%
21,174
-128
288
$1.09M 0.06%
21,044
-2,221
289
$1.09M 0.06%
8,539
+1,314
290
$1.09M 0.06%
21,671
+665
291
$1.08M 0.06%
9,769
+1,299
292
$1.08M 0.06%
108,432
-3,864
293
$1.08M 0.06%
50,939
+376
294
$1.08M 0.06%
47,853
+290
295
$1.07M 0.06%
28,878
-395
296
$1.07M 0.06%
21,161
-1,271
297
$1.06M 0.06%
30,824
-882
298
$1.06M 0.06%
7,370
+2,567
299
$1.05M 0.06%
17,536
+1,469
300
$1.03M 0.06%
17,212
+1,239
10 11
12
13 14