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
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