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
126
$1.35M 0.15%
13,850
+5,275
127
$1.35M 0.15%
55,164
+8,250
128
$1.35M 0.15%
61,280
+13,063
129
$1.35M 0.15%
27,469
-1,094
130
$1.34M 0.14%
27,792
-158,018
131
$1.33M 0.14%
58,459
+12,236
132
$1.31M 0.14%
10,569
+6,711
133
$1.3M 0.14%
56,304
-333
134
$1.3M 0.14%
69,096
-24,277
135
$1.29M 0.14%
16,732
+2,316
136
$1.27M 0.14%
26,506
+8,749
137
$1.27M 0.14%
9,533
+1,334
138
$1.27M 0.14%
12,198
-531
139
$1.25M 0.14%
14,765
+7,426
140
$1.21M 0.13%
32,502
+8,520
141
$1.2M 0.13%
19,596
+5,343
142
$1.2M 0.13%
19,944
-9,214
143
$1.19M 0.13%
10,482
+395
144
$1.19M 0.13%
32,620
+1,511
145
$1.19M 0.13%
28,853
-4,778
146
$1.18M 0.13%
35,281
+321
147
$1.17M 0.13%
34,431
+3,016
148
$1.16M 0.12%
43,962
+9,117
149
$1.16M 0.12%
32,878
+8,399
150
$1.15M 0.12%
13,299
+4,252
4 5
6
7 8