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
376
$274K 0.03%
+800
377
$271K 0.03%
+2,407
378
$270K 0.03%
2,979
+61
379
$270K 0.03%
+3,600
380
$269K 0.03%
7,588
-717
381
$268K 0.03%
7,128
-1,970
382
$265K 0.03%
+6,836
383
$263K 0.03%
3,586
+332
384
$260K 0.03%
2,830
-459
385
$260K 0.03%
+10,295
386
$260K 0.03%
+5,334
387
$259K 0.03%
+2,008
388
$259K 0.03%
5,453
-873
389
$256K 0.03%
+4,684
390
$256K 0.03%
3,460
-30
391
$256K 0.03%
+9,094
392
$255K 0.03%
2,000
-1,194
393
$254K 0.03%
3,481
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394
$254K 0.03%
+3,804
395
$253K 0.03%
1,016
-258
396
$252K 0.03%
4,036
+468
397
$248K 0.03%
+10,500
398
$245K 0.03%
3,389
+77
399
$245K 0.03%
+2,617
400
$242K 0.03%
+16,338
14 15
16
17 18