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
651
$258K 0.01%
12,090
+1,203
652
$257K 0.01%
+3,367
653
$257K 0.01%
+9,629
654
$257K 0.01%
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655
$257K 0.01%
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656
$256K 0.01%
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657
$256K 0.01%
6,426
-7,533
658
$256K 0.01%
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659
$255K 0.01%
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660
$255K 0.01%
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661
$253K 0.01%
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662
$253K 0.01%
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663
$252K 0.01%
11,523
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664
$252K 0.01%
+4,018
665
$251K 0.01%
2,411
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666
$251K 0.01%
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$251K 0.01%
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$250K 0.01%
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$249K 0.01%
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$249K 0.01%
6,876
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672
$248K 0.01%
14,713
+4,323
673
$247K 0.01%
+1,313
674
$246K 0.01%
+2,406
675
$245K 0.01%
27,452
-24,178
25 26
27
28 29