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
501
$686K 0.03%
22,150
+13,160
502
$681K 0.03%
+16,057
503
$676K 0.03%
+7,737
504
$669K 0.03%
3,375
-733
505
$666K 0.02%
7,914
+2,592
506
$655K 0.02%
15,224
-2,231
507
$655K 0.02%
12,096
+3,416
508
$654K 0.02%
8,817
-2,742
509
$653K 0.02%
4,217
+1,322
510
$648K 0.02%
7,309
-1,703
511
$643K 0.02%
14,812
-1,247
512
$639K 0.02%
+8,733
513
$634K 0.02%
+6,689
514
$632K 0.02%
30,800
+5,005
515
$631K 0.02%
11,312
-62
516
$631K 0.02%
57,775
-4,274
517
$629K 0.02%
8,844
+42
518
$625K 0.02%
3,455
-1,798
519
$621K 0.02%
4,216
-2,814
520
$620K 0.02%
18,832
+3,516
521
$617K 0.02%
+5,286
522
$617K 0.02%
+3,881
523
$616K 0.02%
13,857
-1,091
524
$614K 0.02%
11,881
-4,989
525
$614K 0.02%
+6,548
19 20
21
22 23