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
626
$425K 0.02%
2,942
+1,083
627
$423K 0.02%
38,715
-14,065
628
$421K 0.02%
14,366
-45
629
$421K 0.02%
1,159
+3
630
$415K 0.02%
3,528
+1,422
631
$414K 0.02%
+22,788
632
$413K 0.02%
6,409
-577
633
$413K 0.02%
+5,986
634
$410K 0.02%
9,148
+1,055
635
$410K 0.02%
9,389
+23
636
$409K 0.02%
+20,295
637
$409K 0.02%
3,182
-394
638
$406K 0.02%
8,184
+1,576
639
$406K 0.02%
4,523
+481
640
$405K 0.02%
48,240
-3,810
641
$404K 0.02%
6,986
+154
642
$402K 0.02%
+21,171
643
$402K 0.02%
+15,037
644
$400K 0.01%
2,052
-10
645
$400K 0.01%
2,199
+421
646
$398K 0.01%
2,746
-593
647
$397K 0.01%
5,092
-1,172
648
$397K 0.01%
13,210
-145
649
$396K 0.01%
7,721
+927
650
$394K 0.01%
12,204
+1,521
24 25
26
27 28