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
$2.68B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$50.2M
3
+$46.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$36.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.1M

Top Sells

1
+$57.8M
2
+$45.1M
3
+$31.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$29.3M
5
BEAT
BioTelemetry, Inc.
BEAT
+$22M

Sector Composition

1 Technology 6.93%
2 Financials 4.65%
3 Healthcare 4.03%
4 Consumer Discretionary 3.96%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$903K 0.03%
11,029
-102
427
$902K 0.03%
6,824
+108
428
$898K 0.03%
75,029
+63,995
429
$896K 0.03%
20,574
+1,497
430
$895K 0.03%
+14,431
431
$895K 0.03%
+22,396
432
$895K 0.03%
4,352
+2,095
433
$893K 0.03%
27,189
+8,460
434
$892K 0.03%
7,663
+2,059
435
$888K 0.03%
28,947
+2,352
436
$888K 0.03%
18,336
+9,980
437
$883K 0.03%
40,278
-23,022
438
$879K 0.03%
7,423
-140
439
$877K 0.03%
+20,005
440
$876K 0.03%
3,020
+264
441
$875K 0.03%
12,765
+382
442
$874K 0.03%
28,645
-1,002
443
$873K 0.03%
18,355
+907
444
$869K 0.03%
9,676
-82,314
445
$868K 0.03%
15,962
-4,983
446
$867K 0.03%
18,938
+372
447
$864K 0.03%
+24,404
448
$864K 0.03%
5,067
+477
449
$863K 0.03%
+22,366
450
$861K 0.03%
+19,162
16 17
18
19 20