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
576
$332K 0.02%
6,328
+1,572
577
$331K 0.02%
3,481
+682
578
$330K 0.02%
53,412
+7,083
579
$330K 0.02%
8,300
+943
580
$328K 0.02%
13,302
+3,094
581
$328K 0.02%
8,228
-1,593
582
$327K 0.02%
8,319
+1,097
583
$326K 0.02%
6,726
+235
584
$325K 0.02%
5,442
+901
585
$321K 0.02%
8,138
+1,251
586
$321K 0.02%
7,024
+1,149
587
$320K 0.02%
+19,007
588
$319K 0.02%
+16,537
589
$319K 0.02%
7,531
-470
590
$318K 0.02%
5,732
+1,032
591
$317K 0.02%
12,567
+3,647
592
$317K 0.02%
2,340
+31
593
$317K 0.02%
4,874
+511
594
$315K 0.02%
2,908
+165
595
$315K 0.02%
6,634
-53,302
596
$312K 0.02%
+5,549
597
$311K 0.02%
5,714
+287
598
$311K 0.02%
6,959
+1,165
599
$309K 0.02%
2,212
+127
600
$308K 0.02%
7,810
+133
22 23
24
25 26