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
526
$612K 0.02%
8,102
+4,808
527
$611K 0.02%
12,976
-125,529
528
$610K 0.02%
19,444
+3,592
529
$609K 0.02%
19,852
-17,521
530
$605K 0.02%
+10,222
531
$605K 0.02%
2,482
-17,379
532
$604K 0.02%
17,782
-13,102
533
$603K 0.02%
8,889
-918
534
$603K 0.02%
3,670
-3,561
535
$591K 0.02%
2,667
-1,148
536
$590K 0.02%
4,192
+1,521
537
$590K 0.02%
24,361
-249,547
538
$588K 0.02%
7,239
+2,286
539
$588K 0.02%
23,210
+4,290
540
$585K 0.02%
11,004
+916
541
$584K 0.02%
+18,935
542
$581K 0.02%
14,552
+2,726
543
$581K 0.02%
11,804
-2,958
544
$576K 0.02%
19,991
+1,834
545
$568K 0.02%
6,685
+142
546
$565K 0.02%
24,644
-47,629
547
$564K 0.02%
4,416
+1,176
548
$561K 0.02%
6,770
-2,852
549
$560K 0.02%
11,505
+1,683
550
$559K 0.02%
6,235
+393
20 21
22
23 24