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
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
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455
$504K 0.03%
5,458
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456
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14,450
+2,523
457
$496K 0.03%
2,756
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458
$495K 0.03%
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459
$493K 0.03%
4,575
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460
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3,423
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461
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2,740
+680
462
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+4,515
463
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27,178
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464
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3,410
+1,269
465
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466
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470
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9,653
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471
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472
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3,213
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473
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13,441
+277
474
$462K 0.03%
7,968
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475
$462K 0.03%
18,655
+1,493
17 18
19
20 21