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
476
$768K 0.03%
4,998
-63
477
$767K 0.03%
2,913
+742
478
$763K 0.03%
8,506
-1,213
479
$745K 0.03%
5,012
+761
480
$744K 0.03%
696
-1,249
481
$743K 0.03%
10,287
-525
482
$741K 0.03%
+29,663
483
$739K 0.03%
+5,892
484
$739K 0.03%
6,611
+2,253
485
$735K 0.03%
21,619
+5,129
486
$733K 0.03%
5,726
-1,243
487
$731K 0.03%
7,925
+1,177
488
$727K 0.03%
18,393
-135,317
489
$725K 0.03%
39,410
+27,070
490
$719K 0.03%
5,632
-4,212
491
$710K 0.03%
37,071
-6,179
492
$710K 0.03%
12,065
+2,417
493
$709K 0.03%
2,738
-7,237
494
$707K 0.03%
4,157
-1,169
495
$704K 0.03%
19,302
-264
496
$703K 0.03%
38,469
+24,253
497
$703K 0.03%
9,015
+2,036
498
$702K 0.03%
19,670
-3,412
499
$699K 0.03%
+5,709
500
$690K 0.03%
3,807
+735
18 19
20
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