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
101
$1.59M 0.17%
121,565
+12,640
102
$1.58M 0.17%
12,237
-1,187
103
$1.55M 0.17%
36,840
+5,280
104
$1.54M 0.17%
73,106
-14,727
105
$1.53M 0.17%
42,672
+5,092
106
$1.53M 0.16%
11,379
+2,601
107
$1.49M 0.16%
10,655
+1,988
108
$1.47M 0.16%
28,026
+6,475
109
$1.47M 0.16%
13,632
+737
110
$1.45M 0.16%
24,342
+8,517
111
$1.45M 0.16%
18,479
+3,172
112
$1.43M 0.15%
35,286
-16,299
113
$1.43M 0.15%
13,161
+876
114
$1.42M 0.15%
66,463
+32,242
115
$1.42M 0.15%
13,898
+1,476
116
$1.41M 0.15%
49,906
+29,961
117
$1.41M 0.15%
12,174
-4,972
118
$1.4M 0.15%
40,523
+20,191
119
$1.4M 0.15%
14,058
-225
120
$1.39M 0.15%
9,947
+678
121
$1.39M 0.15%
24,864
+6,685
122
$1.38M 0.15%
13,663
+11,438
123
$1.36M 0.15%
12,620
+1,323
124
$1.35M 0.15%
9,194
+2,014
125
$1.35M 0.15%
63,418
+13,629
3 4
5
6 7