AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$20.6M
2
+$14.1M
3
+$10.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.88M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.59M

Top Sells

1
+$9.12M
2
+$4.63M
3
+$3.67M
4
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$3M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.97M

Sector Composition

1 Technology 5.27%
2 Healthcare 4.53%
3 Financials 4.39%
4 Industrials 3.67%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$213K 0.01%
3,302
+20
727
$213K 0.01%
1,447
+31
728
$212K 0.01%
1,028
-4,016
729
$212K 0.01%
+2,558
730
$212K 0.01%
9,937
+303
731
$211K 0.01%
+8,166
732
$210K 0.01%
+118
733
$210K 0.01%
+2,661
734
$210K 0.01%
8,702
-7,428
735
$209K 0.01%
844
+16
736
$208K 0.01%
4,353
-1,893
737
$206K 0.01%
+9,372
738
$206K 0.01%
8,512
-332
739
$204K 0.01%
+1,066
740
$203K 0.01%
+1,634
741
$203K 0.01%
10,204
-769
742
$203K 0.01%
4,516
+793
743
$202K 0.01%
+14,411
744
$202K 0.01%
3,012
-202
745
$200K 0.01%
+9,250
746
$200K 0.01%
1,145
-195
747
$200K 0.01%
+13,568
748
$197K 0.01%
19,491
+2,207
749
$196K 0.01%
12,845
+360
750
$193K 0.01%
2,391
+481
28 29
30
31 32