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
401
$241K 0.03%
+1,561
402
$240K 0.03%
+3,563
403
$239K 0.03%
+1,272
404
$239K 0.03%
1,043
-174
405
$238K 0.03%
2,851
-1,326
406
$238K 0.03%
5,072
-88
407
$238K 0.03%
+1,995
408
$238K 0.03%
+3,985
409
$235K 0.03%
+9,613
410
$234K 0.03%
12,490
-711
411
$232K 0.03%
3,360
+113
412
$231K 0.02%
+4,480
413
$231K 0.02%
14,763
+3,818
414
$228K 0.02%
2,761
+145
415
$228K 0.02%
+9,462
416
$227K 0.02%
+8,043
417
$227K 0.02%
+9,155
418
$227K 0.02%
8,419
+758
419
$227K 0.02%
8,862
-826
420
$225K 0.02%
1,149
-144
421
$224K 0.02%
4,316
-1,280
422
$223K 0.02%
4,940
-287
423
$223K 0.02%
2,613
+294
424
$222K 0.02%
13,563
-5,988
425
$222K 0.02%
+1,946
15 16
17
18 19