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
$723M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$18.4M
3
+$10.6M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.9M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.51M

Top Sells

1
+$12.6M
2
+$12M
3
+$10.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.47M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$8.27M

Sector Composition

1 Healthcare 3.73%
2 Technology 2.73%
3 Consumer Staples 2.41%
4 Financials 2.38%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$576K 0.08%
16,004
-906
177
$567K 0.08%
6,021
+460
178
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4,891
-2,649
179
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180
$564K 0.08%
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181
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182
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183
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184
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185
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186
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187
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188
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189
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198
$482K 0.07%
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199
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200
$477K 0.07%
44,876
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