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
451
$151K 0.02%
+6,480
452
$143K 0.02%
16,625
453
$142K 0.02%
5,674
-330
454
$141K 0.02%
12,756
+617
455
$138K 0.01%
+3,423
456
$137K 0.01%
31,509
-14,865
457
$124K 0.01%
+19,645
458
$108K 0.01%
+7,390
459
$108K 0.01%
19,073
-2,005
460
$106K 0.01%
6,773
+229
461
$82K 0.01%
14,920
-1,072
462
$78K 0.01%
11,278
-1,260
463
$75K 0.01%
12,068
-3,009
464
$66K 0.01%
+10,117
465
$55K 0.01%
20,321
-2,660
466
$28K ﹤0.01%
+1,250
467
$15K ﹤0.01%
15,477
+2,669
468
$11K ﹤0.01%
2,000
469
– –
-2,808
470
– –
-12,003
471
– –
-4,254
472
– –
-22,875
473
– –
-9,305
474
– –
-10,750
475
– –
-77,562
17 18
19
20 21