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
501
$408K 0.02%
2,356
+293
502
$407K 0.02%
10,583
+2,714
503
$407K 0.02%
+3,229
504
$405K 0.02%
680
+175
505
$404K 0.02%
3,389
+575
506
$403K 0.02%
3,918
+59
507
$402K 0.02%
6,182
+791
508
$398K 0.02%
2,785
+15
509
$398K 0.02%
7,100
+594
510
$395K 0.02%
4,316
+86
511
$395K 0.02%
6,301
-5,606
512
$394K 0.02%
6,473
-821
513
$392K 0.02%
+11,351
514
$388K 0.02%
13,120
+335
515
$387K 0.02%
12,145
+1,737
516
$385K 0.02%
4,646
-1,475
517
$385K 0.02%
6,869
+1,571
518
$385K 0.02%
8,781
-838
519
$383K 0.02%
5,898
+857
520
$381K 0.02%
+4,274
521
$379K 0.02%
4,920
+178
522
$378K 0.02%
7,465
+535
523
$377K 0.02%
13,563
+1,116
524
$377K 0.02%
+5,710
525
$377K 0.02%
+5,351
19 20
21
22 23