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
301
$422K 0.05%
+14,722
302
$422K 0.05%
5,581
+818
303
$421K 0.05%
5,225
+513
304
$421K 0.05%
+2,648
305
$418K 0.05%
5,074
+498
306
$416K 0.04%
+5,194
307
$416K 0.04%
9,291
+764
308
$414K 0.04%
5,547
+108
309
$410K 0.04%
4,987
+1,195
310
$410K 0.04%
5,612
-397
311
$409K 0.04%
+16,310
312
$400K 0.04%
4,140
-198
313
$399K 0.04%
3,121
+376
314
$399K 0.04%
10,634
+485
315
$397K 0.04%
4,713
+420
316
$396K 0.04%
5,206
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317
$394K 0.04%
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318
$391K 0.04%
8,707
+1,499
319
$390K 0.04%
14,626
+3,709
320
$382K 0.04%
11,223
-3,042
321
$381K 0.04%
4,474
-1,497
322
$381K 0.04%
15,545
-4,813
323
$379K 0.04%
2,979
+968
324
$375K 0.04%
12,507
-6,507
325
$372K 0.04%
3,298
+723
11 12
13
14 15