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
526
$376K 0.02%
11,162
-5,080
527
$375K 0.02%
23,799
-4,049
528
$374K 0.02%
+3,207
529
$372K 0.02%
2,907
+154
530
$370K 0.02%
16,134
-3,230
531
$370K 0.02%
5,760
+260
532
$369K 0.02%
20,412
-547
533
$369K 0.02%
11,896
-5,592
534
$368K 0.02%
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+7
535
$367K 0.02%
4,373
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536
$366K 0.02%
9,750
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537
$364K 0.02%
3,686
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538
$364K 0.02%
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539
$363K 0.02%
2,797
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540
$363K 0.02%
6,282
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541
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542
$362K 0.02%
7,768
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543
$362K 0.02%
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544
$361K 0.02%
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545
$360K 0.02%
9,706
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546
$359K 0.02%
5,273
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547
$358K 0.02%
2,088
-187
548
$358K 0.02%
+4,136
549
$358K 0.02%
19,557
+2,162
550
$356K 0.02%
1,787
-81
20 21
22
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