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
426
$220K 0.02%
3,681
-181
427
$220K 0.02%
+6,340
428
$220K 0.02%
+5,289
429
$220K 0.02%
3,111
+35
430
$220K 0.02%
5,636
+336
431
$219K 0.02%
1,293
+165
432
$218K 0.02%
+2,598
433
$218K 0.02%
3,283
-1,284
434
$216K 0.02%
+560
435
$216K 0.02%
1,347
-247
436
$213K 0.02%
+5,259
437
$212K 0.02%
+1,490
438
$211K 0.02%
+3,746
439
$210K 0.02%
6,740
-552
440
$208K 0.02%
+4,353
441
$207K 0.02%
+2,511
442
$207K 0.02%
+10,737
443
$206K 0.02%
+2,033
444
$206K 0.02%
+7,503
445
$203K 0.02%
+1,225
446
$179K 0.02%
10,316
-536
447
$158K 0.02%
3,890
+353
448
$157K 0.02%
12,524
-3,246
449
$155K 0.02%
25,765
+8,886
450
$154K 0.02%
+11,250
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