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
76
$1.97M 0.21%
36,416
+19,066
77
$1.94M 0.21%
17,008
+309
78
$1.94M 0.21%
54,320
+3,880
79
$1.91M 0.21%
73,342
+373
80
$1.9M 0.2%
35,351
+676
81
$1.89M 0.2%
46,099
+30,322
82
$1.89M 0.2%
21,653
-6,786
83
$1.88M 0.2%
44,371
+12,156
84
$1.85M 0.2%
22,319
+2,029
85
$1.83M 0.2%
63,183
+6,586
86
$1.8M 0.19%
51,640
-3,320
87
$1.79M 0.19%
20,995
+6,286
88
$1.78M 0.19%
15,867
+2,241
89
$1.77M 0.19%
23,442
+224
90
$1.76M 0.19%
14,143
+7,243
91
$1.75M 0.19%
27,115
+262
92
$1.72M 0.19%
27,715
+7,917
93
$1.7M 0.18%
18,022
+2,725
94
$1.65M 0.18%
12,053
+2,019
95
$1.65M 0.18%
68,789
-1,874
96
$1.64M 0.18%
13,902
+1,966
97
$1.63M 0.18%
32,585
-10,285
98
$1.63M 0.18%
36,104
+1,146
99
$1.63M 0.18%
96,138
+76,409
100
$1.62M 0.17%
22,564
+3,009
2 3
4
5 6