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Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$14.1M
2
+$9.18M
3
+$6.01M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.03M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.96M

Top Sells

1
+$10.2M
2
+$7.45M
3
+$7.15M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.87M

Sector Composition

1 Healthcare 4.28%
2 Technology 3.67%
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
201
$703K 0.08%
9,245
+3,613
202
$700K 0.08%
25,521
+7,262
203
$692K 0.07%
17,259
+4,480
204
$685K 0.07%
8,906
-1,627
205
$677K 0.07%
45,701
+12,557
206
$668K 0.07%
14,738
+562
207
$659K 0.07%
20,000
+7,341
208
$659K 0.07%
27,572
+13,596
209
$656K 0.07%
11,548
-768
210
$653K 0.07%
49,882
+9,527
211
$653K 0.07%
35,026
+9,162
212
$642K 0.07%
14,898
+3,564
213
$642K 0.07%
7,752
-422
214
$640K 0.07%
44,968
-3,220
215
$640K 0.07%
12,800
-55,038
216
$634K 0.07%
12,672
+1,735
217
$629K 0.07%
21,185
+8,155
218
$627K 0.07%
+22,294
219
$624K 0.07%
+22,557
220
$623K 0.07%
10,187
+2,793
221
$623K 0.07%
5,142
-962
222
$620K 0.07%
14,920
+4,321
223
$616K 0.07%
8,213
+1,957
224
$613K 0.07%
18,309
+4,232
225
$612K 0.07%
15,324
+4,594
7 8
9
10 11