AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
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
751
$191K 0.01%
18,465
+7,838
752
$187K 0.01%
87,952
+4,827
753
$184K 0.01%
10,740
-311
754
$182K 0.01%
12,161
+1,218
755
$180K 0.01%
23,282
+4,569
756
$178K 0.01%
+13,826
757
$175K 0.01%
12,217
-17,882
758
$173K 0.01%
14,570
+3,153
759
$172K 0.01%
+10,210
760
$168K 0.01%
+11,047
761
$165K 0.01%
+10,340
762
$157K 0.01%
20,473
+7,904
763
$156K 0.01%
17,075
764
$154K 0.01%
+10,551
765
$154K 0.01%
2,610
+31
766
$150K 0.01%
21,868
-14,236
767
$148K 0.01%
8,058
+2,700
768
$139K 0.01%
14,059
-2,434
769
$134K 0.01%
19,989
+7,123
770
$119K 0.01%
19,844
+4,459
771
$117K 0.01%
1,564
+315
772
$116K 0.01%
14,066
+3,079
773
$115K 0.01%
16,249
+2,592
774
$109K 0.01%
+12,165
775
$108K 0.01%
12,635
-4,925
29 30
31
32 33