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
$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
126
$3.03M 0.17%
36,451
+2,833
127
$2.99M 0.16%
56,078
-1,839
128
$2.97M 0.16%
47,135
+6,200
129
$2.97M 0.16%
56,306
+3,627
130
$2.97M 0.16%
55,955
+4,098
131
$2.92M 0.16%
23,817
+1,127
132
$2.91M 0.16%
76,598
+2,165
133
$2.9M 0.16%
97,585
-28,152
134
$2.9M 0.16%
34,606
+1,158
135
$2.85M 0.16%
92,532
+2,163
136
$2.83M 0.15%
156,044
+11,889
137
$2.83M 0.15%
45,906
+720
138
$2.81M 0.15%
80,030
-13,517
139
$2.81M 0.15%
51,524
+5,535
140
$2.81M 0.15%
36,527
+1,933
141
$2.8M 0.15%
59,829
+9,606
142
$2.8M 0.15%
23,954
+13,120
143
$2.79M 0.15%
34,145
+10,455
144
$2.79M 0.15%
83,970
+19,144
145
$2.78M 0.15%
+31,184
146
$2.75M 0.15%
51,080
+1,790
147
$2.74M 0.15%
127,073
+13,115
148
$2.72M 0.15%
50,384
+980
149
$2.71M 0.15%
49,228
+3,298
150
$2.71M 0.15%
28,393
+4,826
4 5
6
7 8