AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$14.1M
2
+$9.18M
3
+$6.01M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.03M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.96M

Top Sells

1
+$10.2M
2
+$7.45M
3
+$7.15M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.87M

Sector Composition

1 Healthcare 4.28%
2 Technology 3.67%
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%
5,581
+818
302
$421K 0.05%
5,225
+513
303
$421K 0.05%
+2,648
304
$418K 0.05%
5,074
+498
305
$416K 0.04%
+10,388
306
$416K 0.04%
9,291
+764
307
$414K 0.04%
5,547
+108
308
$410K 0.04%
4,987
+1,195
309
$410K 0.04%
5,612
-397
310
$409K 0.04%
+16,310
311
$400K 0.04%
4,140
-198
312
$399K 0.04%
3,121
+376
313
$399K 0.04%
10,634
+485
314
$397K 0.04%
4,713
+420
315
$396K 0.04%
5,206
-5
316
$394K 0.04%
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317
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318
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14,626
+3,709
319
$382K 0.04%
11,223
-3,042
320
$381K 0.04%
4,474
-1,497
321
$381K 0.04%
15,545
-4,813
322
$379K 0.04%
2,979
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323
$375K 0.04%
12,507
-6,507
324
$372K 0.04%
3,298
+723
325
$370K 0.04%
5,898
-1,329
11 12
13
14 15