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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
376
$271K 0.03%
+2,407
377
$270K 0.03%
2,979
+61
378
$270K 0.03%
+3,600
379
$269K 0.03%
7,588
-717
380
$268K 0.03%
7,128
-1,970
381
$265K 0.03%
+6,836
382
$263K 0.03%
3,586
+332
383
$260K 0.03%
2,830
-459
384
$260K 0.03%
+10,295
385
$260K 0.03%
+5,334
386
$259K 0.03%
+2,008
387
$259K 0.03%
5,453
-873
388
$256K 0.03%
+4,684
389
$256K 0.03%
3,460
-30
390
$256K 0.03%
+9,094
391
$255K 0.03%
2,000
-1,194
392
$254K 0.03%
3,481
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393
$254K 0.03%
+3,804
394
$253K 0.03%
1,016
-258
395
$252K 0.03%
4,036
+468
396
$248K 0.03%
+10,500
397
$245K 0.03%
3,389
+77
398
$245K 0.03%
+2,617
399
$242K 0.03%
+16,338
400
$241K 0.03%
+1,561
14 15
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