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
201
$1.85M 0.1%
25,548
+427
202
$1.84M 0.1%
11,218
-2,862
203
$1.83M 0.1%
44,228
+1,673
204
$1.83M 0.1%
30,538
+3,448
205
$1.8M 0.1%
19,730
-41,012
206
$1.79M 0.1%
97,023
+5,986
207
$1.78M 0.1%
68,198
+3,186
208
$1.77M 0.1%
24,396
+3,038
209
$1.76M 0.1%
34,103
+3,917
210
$1.76M 0.1%
22,778
-1,301
211
$1.75M 0.1%
51,917
+355
212
$1.75M 0.1%
12,417
+1,980
213
$1.75M 0.1%
+43,734
214
$1.74M 0.09%
16,242
+5,509
215
$1.72M 0.09%
14,162
-467
216
$1.7M 0.09%
41,502
+526
217
$1.7M 0.09%
8,282
+592
218
$1.69M 0.09%
24,193
-1,210
219
$1.67M 0.09%
36,536
+9,567
220
$1.66M 0.09%
6,528
-3,471
221
$1.66M 0.09%
15,561
-510
222
$1.65M 0.09%
20,677
+5,294
223
$1.65M 0.09%
44,184
+669
224
$1.65M 0.09%
16,171
-16,333
225
$1.65M 0.09%
109,427
-35,680
7 8
9
10 11