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
326
$370K 0.04%
5,898
-1,329
327
$370K 0.04%
4,124
+669
328
$367K 0.04%
13,531
+3,686
329
$363K 0.04%
5,809
-1,205
330
$363K 0.04%
4,050
+535
331
$362K 0.04%
3,183
-222
332
$359K 0.04%
17,665
-468
333
$358K 0.04%
7,494
-1,398
334
$357K 0.04%
7,887
+1,410
335
$355K 0.04%
8,452
-1,861
336
$355K 0.04%
13,679
+627
337
$352K 0.04%
+4,563
338
$350K 0.04%
+5,127
339
$348K 0.04%
12,556
-1,667
340
$345K 0.04%
3,209
+52
341
$344K 0.04%
12,900
-3,696
342
$343K 0.04%
6,103
-210
343
$337K 0.04%
7,654
+2,747
344
$335K 0.04%
+10,002
345
$332K 0.04%
253
-7
346
$327K 0.04%
+10,228
347
$320K 0.03%
+33,420
348
$320K 0.03%
+2,425
349
$317K 0.03%
34,089
+8,848
350
$316K 0.03%
6,376
+448
12 13
14
15 16