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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
426
$220K 0.02%
+6,340
427
$220K 0.02%
+5,289
428
$220K 0.02%
3,111
+35
429
$220K 0.02%
5,636
+336
430
$219K 0.02%
1,293
+165
431
$218K 0.02%
+2,598
432
$218K 0.02%
3,283
-1,284
433
$216K 0.02%
+560
434
$216K 0.02%
1,347
-247
435
$213K 0.02%
+5,259
436
$212K 0.02%
+1,490
437
$211K 0.02%
+3,746
438
$210K 0.02%
6,740
-552
439
$208K 0.02%
+4,353
440
$207K 0.02%
+2,511
441
$207K 0.02%
+10,737
442
$206K 0.02%
+2,033
443
$206K 0.02%
+7,503
444
$203K 0.02%
+1,225
445
$179K 0.02%
10,316
-536
446
$158K 0.02%
3,890
+353
447
$157K 0.02%
12,524
-3,246
448
$155K 0.02%
25,765
+8,886
449
$154K 0.02%
+11,250
450
$151K 0.02%
+6,480
16 17
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