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
626
$283K 0.02%
36,367
+7,344
627
$281K 0.02%
5,385
-375
628
$280K 0.02%
4,621
+454
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$279K 0.02%
1,235
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630
$278K 0.02%
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631
$278K 0.02%
+7,132
632
$276K 0.02%
1,971
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633
$276K 0.02%
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634
$275K 0.02%
13,048
-258
635
$271K 0.01%
6,420
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636
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3,133
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637
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5,571
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638
$265K 0.01%
10,056
-82
639
$265K 0.01%
3,290
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640
$264K 0.01%
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$263K 0.01%
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644
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$261K 0.01%
14,180
646
$261K 0.01%
7,660
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647
$260K 0.01%
22,305
-2,970
648
$260K 0.01%
1,964
-346
649
$259K 0.01%
3,784
-1,016
650
$258K 0.01%
9,754
-165
24 25
26
27 28