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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
351
$314K 0.03%
+1,325
352
$312K 0.03%
2,629
-129
353
$308K 0.03%
20,040
+2,400
354
$308K 0.03%
4,104
-621
355
$307K 0.03%
5,822
+1,528
356
$303K 0.03%
3,535
-70
357
$301K 0.03%
3,844
-512
358
$301K 0.03%
+1,164
359
$300K 0.03%
+2,638
360
$298K 0.03%
16,964
+155
361
$295K 0.03%
13,480
-2,532
362
$294K 0.03%
6,409
+2,031
363
$290K 0.03%
5,899
+139
364
$289K 0.03%
1,216
-1,032
365
$288K 0.03%
1,923
-462
366
$288K 0.03%
+3,422
367
$286K 0.03%
3,052
-7,167
368
$282K 0.03%
33,396
-276,882
369
$282K 0.03%
+3,354
370
$281K 0.03%
+4,454
371
$278K 0.03%
8,042
+538
372
$276K 0.03%
44,616
+5,136
373
$276K 0.03%
+2,877
374
$275K 0.03%
10,563
+2,913
375
$274K 0.03%
+800
13 14
15
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