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
351
$314K 0.03%
+1,325
352
$314K 0.03%
5,227
+1,144
353
$312K 0.03%
2,629
-129
354
$308K 0.03%
20,040
+2,400
355
$308K 0.03%
4,104
-621
356
$307K 0.03%
5,822
+1,528
357
$303K 0.03%
3,535
-70
358
$301K 0.03%
3,844
-512
359
$301K 0.03%
+1,164
360
$300K 0.03%
+2,638
361
$298K 0.03%
16,964
+155
362
$295K 0.03%
6,740
-1,266
363
$294K 0.03%
6,409
+2,031
364
$290K 0.03%
5,899
+139
365
$289K 0.03%
1,216
-1,032
366
$288K 0.03%
1,923
-462
367
$288K 0.03%
+3,422
368
$286K 0.03%
3,052
-7,167
369
$282K 0.03%
33,396
-276,882
370
$282K 0.03%
+3,354
371
$281K 0.03%
+4,454
372
$278K 0.03%
8,042
+538
373
$276K 0.03%
+2,877
374
$276K 0.03%
44,616
+5,136
375
$275K 0.03%
10,563
+2,913
13 14
15
16 17