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
651
$393K 0.01%
+16,747
652
$391K 0.01%
6,977
+856
653
$391K 0.01%
7,270
-296
654
$390K 0.01%
17,375
-19,200
655
$389K 0.01%
+29,106
656
$388K 0.01%
14,185
-487,505
657
$387K 0.01%
4,584
-8,356
658
$387K 0.01%
6,159
+1,854
659
$383K 0.01%
13,324
+134
660
$381K 0.01%
7,010
-63,300
661
$379K 0.01%
22,369
+4,561
662
$377K 0.01%
2,794
+50
663
$375K 0.01%
12,224
+4,845
664
$374K 0.01%
4,791
+865
665
$373K 0.01%
5,407
-4,745
666
$373K 0.01%
2,010
+522
667
$372K 0.01%
2,923
-6,886
668
$372K 0.01%
8,144
-1,681
669
$370K 0.01%
+11,630
670
$368K 0.01%
2,699
+683
671
$367K 0.01%
16,328
+975
672
$366K 0.01%
+29,643
673
$365K 0.01%
+6,347
674
$364K 0.01%
3,911
+917
675
$364K 0.01%
5,718
+1,480
25 26
27
28 29