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
176
$916K 0.1%
19,822
+5,208
177
$915K 0.1%
11,838
+1,052
178
$914K 0.1%
16,128
-2,929
179
$914K 0.1%
42,698
+23
180
$908K 0.1%
41,772
+99
181
$899K 0.1%
21,406
+4,077
182
$857K 0.09%
11,163
+3,252
183
$857K 0.09%
17,248
+9,374
184
$856K 0.09%
11,690
+288
185
$838K 0.09%
20,681
-2,807
186
$818K 0.09%
31,714
+7,316
187
$781K 0.08%
26,242
+6,790
188
$764K 0.08%
32,406
+6,543
189
$762K 0.08%
4,851
-8,606
190
$759K 0.08%
13,875
-208
191
$745K 0.08%
15,756
-401
192
$741K 0.08%
29,751
+8,476
193
$739K 0.08%
+24,446
194
$735K 0.08%
30,686
+8,357
195
$733K 0.08%
8,657
+1,803
196
$729K 0.08%
17,049
+3,589
197
$728K 0.08%
8,317
+895
198
$718K 0.08%
+26,866
199
$713K 0.08%
13,538
+2,637
200
$705K 0.08%
23,652
+328
6 7
8
9 10