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
326
$370K 0.04%
4,124
+669
327
$367K 0.04%
13,531
+3,686
328
$363K 0.04%
5,809
-1,205
329
$363K 0.04%
4,050
+535
330
$362K 0.04%
3,183
-222
331
$359K 0.04%
17,665
-468
332
$358K 0.04%
7,494
-1,398
333
$357K 0.04%
7,887
+1,410
334
$355K 0.04%
8,452
-1,861
335
$355K 0.04%
13,679
+627
336
$352K 0.04%
+4,563
337
$350K 0.04%
+5,127
338
$348K 0.04%
12,556
-1,667
339
$345K 0.04%
3,209
+52
340
$344K 0.04%
12,900
-3,696
341
$343K 0.04%
6,103
-210
342
$337K 0.04%
7,654
+2,747
343
$335K 0.04%
+10,002
344
$332K 0.04%
253
-7
345
$327K 0.04%
+10,228
346
$320K 0.03%
+33,420
347
$320K 0.03%
+2,425
348
$317K 0.03%
34,089
+8,848
349
$316K 0.03%
6,376
+448
350
$314K 0.03%
5,227
+1,144
12 13
14
15 16