AI

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

Top Buys

1
+$20.6M
2
+$14.1M
3
+$10.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.88M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.59M

Top Sells

1
+$9.12M
2
+$4.63M
3
+$3.67M
4
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$3M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.97M

Sector Composition

1 Technology 5.27%
2 Healthcare 4.53%
3 Financials 4.39%
4 Industrials 3.67%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$511K 0.03%
13,720
+1,599
452
$511K 0.03%
3,452
+230
453
$509K 0.03%
10,332
-348
454
$506K 0.03%
3,756
+454
455
$504K 0.03%
5,458
-460
456
$498K 0.03%
14,450
+2,523
457
$496K 0.03%
2,756
-126
458
$495K 0.03%
5,116
+290
459
$493K 0.03%
4,575
-27
460
$493K 0.03%
3,423
+172
461
$490K 0.03%
2,740
+680
462
$488K 0.03%
+4,515
463
$487K 0.03%
27,178
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464
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3,410
+1,269
465
$482K 0.03%
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466
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9,956
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468
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6,692
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470
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9,653
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471
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7,824
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472
$463K 0.03%
3,213
+275
473
$463K 0.03%
13,441
+277
474
$462K 0.03%
7,083
-842
475
$462K 0.03%
18,655
+1,493
17 18
19
20 21