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
201
$705K 0.08%
13,106
+8,334
202
$703K 0.08%
9,245
+3,613
203
$700K 0.08%
25,521
+7,262
204
$692K 0.07%
17,259
+4,480
205
$685K 0.07%
8,906
-1,627
206
$677K 0.07%
45,701
+12,557
207
$668K 0.07%
14,738
+562
208
$659K 0.07%
20,000
+7,341
209
$659K 0.07%
27,572
+13,596
210
$656K 0.07%
11,548
-768
211
$653K 0.07%
49,882
+9,527
212
$653K 0.07%
35,026
+9,162
213
$642K 0.07%
14,898
+3,564
214
$642K 0.07%
7,752
-422
215
$640K 0.07%
44,968
-3,220
216
$640K 0.07%
12,800
-55,038
217
$634K 0.07%
12,672
+1,735
218
$629K 0.07%
21,185
+8,155
219
$627K 0.07%
+22,294
220
$624K 0.07%
+22,557
221
$623K 0.07%
10,187
+2,793
222
$623K 0.07%
5,142
-962
223
$620K 0.07%
14,920
+4,321
224
$616K 0.07%
8,213
+1,957
225
$613K 0.07%
18,309
+4,232
7 8
9
10 11