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
676
$245K 0.01%
4,743
+1,381
677
$245K 0.01%
10,770
+1,905
678
$244K 0.01%
2,992
+149
679
$243K 0.01%
3,035
+308
680
$243K 0.01%
5,220
-1,682
681
$242K 0.01%
7,356
+816
682
$242K 0.01%
2,011
+381
683
$241K 0.01%
2,977
-243
684
$241K 0.01%
+10,014
685
$240K 0.01%
1,052
+181
686
$238K 0.01%
21,143
-1,861
687
$237K 0.01%
+2,728
688
$236K 0.01%
2,476
+412
689
$236K 0.01%
2,126
-21
690
$235K 0.01%
+2,005
691
$235K 0.01%
+6,888
692
$235K 0.01%
4,678
-1,923
693
$234K 0.01%
+8,651
694
$233K 0.01%
2,032
+238
695
$231K 0.01%
4,418
-721
696
$230K 0.01%
+14,200
697
$229K 0.01%
2,076
-246
698
$229K 0.01%
+4,237
699
$228K 0.01%
4,320
+510
700
$227K 0.01%
+2,026
26 27
28
29 30