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Atria Investments Portfolio holdings

AUM $8.94B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.94B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,186
New
Increased
Reduced
Closed

Top Buys

1
+$98.3M
2
+$84.6M
3
+$72.8M
4
QLTY icon
GMO US Quality ETF
QLTY
+$48.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.1M

Top Sells

1
+$49.9M
2
+$19.3M
3
+$17.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.3M
5
MSFT icon
Microsoft
MSFT
+$12.3M

Sector Composition

1 Technology 11.97%
2 Financials 7.09%
3 Industrials 5.91%
4 Healthcare 5.65%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSJQ icon
2076
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$992M
– –
-497,895
BTAL icon
2077
AGF US Market Neutral Anti-Beta Fund
BTAL
$278M
– –
-10,318
BWEB
2078
DELISTED
Bitwise Web3 ETF
BWEB
– –
-5,127
CADE
2079
DELISTED
Cadence Bank
CADE
– –
-5,013
CALC icon
2080
CalciMedica
CALC
$15.8M
– –
-28,781
CAOS icon
2081
Alpha Architect Tail Risk ETF
CAOS
$674M
– –
-22,433
CNMD icon
2082
CONMED
CNMD
$1.06B
– –
-6,698
COCO icon
2083
Vita Coco
COCO
$4.17B
– –
-4,061
CPNG icon
2084
Coupang
CPNG
$27.4B
– –
-23,541
CRNX icon
2085
Crinetics Pharmaceuticals
CRNX
$3.53B
– –
-5,139
CRUS icon
2086
Cirrus Logic
CRUS
$8.46B
– –
-4,396
CWAN icon
2087
Clearwater Analytics
CWAN
$7.24B
– –
-10,112
CYBR
2088
DELISTED
CyberArk
CYBR
– –
-756
DAPR icon
2089
FT Vest US Equity Deep Buffer ETF April
DAPR
$304M
– –
-5,420
DAVE icon
2090
Dave Inc
DAVE
$3.51B
– –
-1,204
DBX icon
2091
Dropbox
DBX
$6.32B
– –
-9,948
DOCS icon
2092
Doximity
DOCS
$3.73B
– –
-5,807
EG icon
2093
Everest Group
EG
$13.1B
– –
-1,349
EMB icon
2094
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.3B
– –
-101,447
ENR icon
2095
Energizer
ENR
$1.37B
– –
-10,755
ENVA icon
2096
Enova International
ENVA
$4.29B
– –
-1,647
EQH icon
2097
Equitable Holdings
EQH
$11.6B
– –
-5,817
FXG icon
2098
First Trust Consumer Staples AlphaDEX Fund
FXG
$222M
– –
-4,956
FXO icon
2099
First Trust Financials AlphaDEX Fund
FXO
$1.02B
– –
-8,321
FXU icon
2100
First Trust Utilities AlphaDEX Fund
FXU
$823M
– –
-5,592
82 83
84
85 86