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
$928M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.71M
3
+$6.07M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.18M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.07M

Top Sells

1
+$10.4M
2
+$7.6M
3
+$7.15M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.97M

Sector Composition

1 Healthcare 4.28%
2 Technology 3.75%
3 Communication Services 3.16%
4 Financials 2.6%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.29%
31,691
+5,857
52
$2.59M 0.28%
78,274
+57,207
53
$2.57M 0.28%
31,235
-5,899
54
$2.52M 0.27%
73,887
-7,190
55
$2.5M 0.27%
29,780
+14,953
56
$2.48M 0.27%
45,821
-2,184
57
$2.41M 0.26%
21,929
+4,890
58
$2.39M 0.26%
103,812
+22,157
59
$2.29M 0.25%
14,877
+2,552
60
$2.27M 0.24%
90,909
+23,949
61
$2.26M 0.24%
21,943
+348
62
$2.22M 0.24%
18,918
+2,151
63
$2.21M 0.24%
25,030
+11,357
64
$2.21M 0.24%
18,821
+8,800
65
$2.16M 0.23%
29,168
+15,582
66
$2.14M 0.23%
18,755
+1,091
67
$2.11M 0.23%
28,489
+4,788
68
$2.09M 0.23%
17,287
+2,957
69
$2.09M 0.23%
37,233
-20,092
70
$2.07M 0.22%
24,018
+1,509
71
$2.03M 0.22%
48,737
+7,056
72
$2.03M 0.22%
36,318
+24,789
73
$2M 0.22%
37,733
+5,136
74
$2M 0.21%
39,438
+7,288
75
$1.99M 0.21%
19,575
-5,357
1 2
3
4 5