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
551
$558K 0.02%
19,161
+2,236
552
$554K 0.02%
12,607
-3,185
553
$552K 0.02%
3,831
-1,358
554
$550K 0.02%
4,320
+531
555
$542K 0.02%
6,683
-788
556
$538K 0.02%
13,308
-560
557
$538K 0.02%
5,390
-2,770
558
$532K 0.02%
20,912
+1,438
559
$532K 0.02%
4,481
+1,822
560
$529K 0.02%
11,470
-5,954
561
$529K 0.02%
35,024
-12,808
562
$528K 0.02%
8,650
-225,371
563
$527K 0.02%
+17,768
564
$526K 0.02%
+15,636
565
$525K 0.02%
3,510
+165
566
$520K 0.02%
10,043
+1,211
567
$516K 0.02%
8,318
-1,185
568
$515K 0.02%
30,112
-34,660
569
$514K 0.02%
9,258
+2,756
570
$514K 0.02%
+8,820
571
$512K 0.02%
8,489
+2,565
572
$511K 0.02%
13,300
+548
573
$511K 0.02%
+26,138
574
$509K 0.02%
4,466
+417
575
$509K 0.02%
+40,640
21 22
23
24 25