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
701
$226K 0.01%
2,566
+121
702
$226K 0.01%
+9,284
703
$225K 0.01%
11,562
+454
704
$225K 0.01%
2,745
-223
705
$224K 0.01%
+3,910
706
$224K 0.01%
+2,097
707
$223K 0.01%
+2,421
708
$223K 0.01%
+4,840
709
$222K 0.01%
7,861
-1,319
710
$222K 0.01%
+2,001
711
$221K 0.01%
+3,487
712
$220K 0.01%
+1,423
713
$220K 0.01%
16,585
+2,363
714
$219K 0.01%
+3,910
715
$219K 0.01%
+2,084
716
$218K 0.01%
13,008
+1,974
717
$218K 0.01%
2,624
-19
718
$218K 0.01%
16,012
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719
$217K 0.01%
+1,205
720
$217K 0.01%
5,691
-502
721
$216K 0.01%
2,355
-100
722
$216K 0.01%
+4,187
723
$216K 0.01%
4,010
-1,622
724
$215K 0.01%
13,106
+2,570
725
$215K 0.01%
14,906
+1,766
27 28
29
30 31