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
$1.84B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$14.2M
3
+$10.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.11M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.69M

Top Sells

1
+$9.29M
2
+$4.7M
3
+$3.75M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.04M
5
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$3M

Sector Composition

1 Technology 5.41%
2 Healthcare 4.53%
3 Financials 4.39%
4 Industrials 3.5%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$653K 0.04%
7,598
+646
402
$652K 0.04%
+17,430
403
$652K 0.04%
8,862
+141
404
$650K 0.04%
8,141
+258
405
$649K 0.04%
5,415
+503
406
$648K 0.04%
13,574
-8,817
407
$646K 0.04%
6,567
+742
408
$644K 0.04%
7,917
+1,622
409
$642K 0.04%
5,526
-117
410
$641K 0.03%
16,521
+2,065
411
$635K 0.03%
34,330
-2,120
412
$634K 0.03%
5,804
+2,288
413
$633K 0.03%
13,028
+2
414
$629K 0.03%
7,599
-165
415
$628K 0.03%
+5,525
416
$623K 0.03%
+9,069
417
$622K 0.03%
9,648
-3,847
418
$611K 0.03%
3,266
+188
419
$611K 0.03%
9,325
+1,227
420
$604K 0.03%
11,392
+1,955
421
$601K 0.03%
14,900
-1,024
422
$594K 0.03%
4,344
-175
423
$591K 0.03%
+16,300
424
$590K 0.03%
16,006
+976
425
$589K 0.03%
12,820
+1,452
15 16
17
18 19