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
476
$455K 0.02%
5,864
-9,432
477
$454K 0.02%
+15,286
478
$452K 0.02%
12,417
+849
479
$452K 0.02%
17,143
+219
480
$451K 0.02%
+7,584
481
$448K 0.02%
5,277
+1,342
482
$445K 0.02%
8,765
+1,231
483
$443K 0.02%
13,175
+6,300
484
$443K 0.02%
9,042
+1,013
485
$443K 0.02%
12,305
-754
486
$440K 0.02%
6,140
+317
487
$436K 0.02%
4,113
-1,851
488
$434K 0.02%
2,914
-2,321
489
$433K 0.02%
1,672
+636
490
$433K 0.02%
7,838
-1,434
491
$430K 0.02%
11,916
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492
$424K 0.02%
16,395
-57
493
$424K 0.02%
11,565
+2,790
494
$424K 0.02%
7,624
+928
495
$419K 0.02%
13,834
+2,029
496
$418K 0.02%
4,925
+534
497
$418K 0.02%
+338
498
$410K 0.02%
5,625
+880
499
$410K 0.02%
11,390
+2,956
500
$410K 0.02%
7,698
+590
18 19
20
21 22