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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
$928M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.18M
3
+$6.01M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.03M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.96M

Top Sells

1
+$10.2M
2
+$7.45M
3
+$7.15M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.87M

Sector Composition

1 Healthcare 4.28%
2 Technology 3.67%
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
501
– –
-13,872
502
– –
-3,103
503
– –
-24,326
504
– –
-4,466
505
– –
-2,808
506
– –
-12,003
507
– –
-4,254
508
– –
-22,875
509
– –
-4,199
510
– –
-9,343
511
– –
-2,052
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