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
576
$506K 0.02%
10,051
+1,633
577
$506K 0.02%
3,259
+1,167
578
$504K 0.02%
9,655
-2,848
579
$503K 0.02%
14,403
-8,645
580
$503K 0.02%
4,563
+988
581
$501K 0.02%
17,442
-137,416
582
$500K 0.02%
5,102
-527
583
$496K 0.02%
9,491
+709
584
$495K 0.02%
3,292
-1,651
585
$492K 0.02%
24,716
-838
586
$491K 0.02%
+26,641
587
$490K 0.02%
29,554
-3,994
588
$489K 0.02%
14,517
+580
589
$487K 0.02%
13,466
+4,957
590
$487K 0.02%
+9,846
591
$485K 0.02%
38,413
+18,494
592
$485K 0.02%
1,918
+192
593
$482K 0.02%
5,609
+845
594
$481K 0.02%
15,066
+1,525
595
$477K 0.02%
+1,725
596
$476K 0.02%
8,789
-1,504
597
$475K 0.02%
5,871
+816
598
$474K 0.02%
7,803
+293
599
$472K 0.02%
+13,172
600
$471K 0.02%
19,001
-4,547
22 23
24
25 26