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
176
$2.27M 0.12%
15,264
+3
177
$2.2M 0.12%
24,107
-2,489
178
$2.17M 0.12%
1,184
+27
179
$2.16M 0.12%
44,969
+200
180
$2.15M 0.12%
481,880
+78,160
181
$2.12M 0.12%
14,995
+5,731
182
$2.11M 0.11%
43,104
+3,807
183
$2.07M 0.11%
17,382
+537
184
$2.04M 0.11%
12,469
-3,470
185
$2.02M 0.11%
17,452
+1,779
186
$2.02M 0.11%
14,882
+404
187
$2.02M 0.11%
13,660
+626
188
$2.02M 0.11%
22,497
+2,204
189
$2M 0.11%
46,507
+5,070
190
$1.98M 0.11%
33,453
+14,453
191
$1.96M 0.11%
70,192
+4,947
192
$1.96M 0.11%
30,646
+2,579
193
$1.91M 0.1%
24,787
+1,762
194
$1.9M 0.1%
152,910
+12,650
195
$1.89M 0.1%
24,613
-3,798
196
$1.89M 0.1%
+40,852
197
$1.89M 0.1%
112,180
+34,184
198
$1.88M 0.1%
93,458
+8,404
199
$1.87M 0.1%
23,108
-477
200
$1.86M 0.1%
17,517
-807
6 7
8
9 10