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
551
$354K 0.02%
+8,220
552
$353K 0.02%
8,433
-2,379
553
$353K 0.02%
4,481
+420
554
$353K 0.02%
11,084
+260
555
$351K 0.02%
8,890
-535
556
$350K 0.02%
7,610
-3,177
557
$350K 0.02%
12,576
-54,834
558
$349K 0.02%
+25,866
559
$349K 0.02%
6,033
-432
560
$349K 0.02%
7,147
+680
561
$348K 0.02%
6,511
+573
562
$347K 0.02%
2,935
+554
563
$347K 0.02%
+34,164
564
$346K 0.02%
7,745
+498
565
$345K 0.02%
5,518
+1,451
566
$345K 0.02%
3,914
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567
$341K 0.02%
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568
$340K 0.02%
8,386
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569
$339K 0.02%
9,771
+613
570
$338K 0.02%
9,004
-3,528
571
$338K 0.02%
4,559
-924
572
$337K 0.02%
+7,264
573
$336K 0.02%
+7,913
574
$334K 0.02%
17,384
+158
575
$332K 0.02%
4,729
+280
21 22
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