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
676
$364K 0.01%
26,775
-75
677
$361K 0.01%
2,274
+495
678
$360K 0.01%
2,004
-14,588
679
$360K 0.01%
+3,827
680
$359K 0.01%
26,865
+9,685
681
$359K 0.01%
9,320
-4,684
682
$357K 0.01%
+1,882
683
$357K 0.01%
+4,409
684
$356K 0.01%
+10,099
685
$356K 0.01%
6,939
+265
686
$356K 0.01%
1,768
+644
687
$354K 0.01%
5,912
+2,294
688
$352K 0.01%
9,703
-1,317
689
$352K 0.01%
+12,730
690
$351K 0.01%
1,716
+55
691
$351K 0.01%
2,766
-218
692
$349K 0.01%
17,402
-72,751
693
$348K 0.01%
58,848
+1,657
694
$348K 0.01%
13,196
+1,727
695
$346K 0.01%
+8,554
696
$346K 0.01%
18,648
+300
697
$343K 0.01%
+12,354
698
$342K 0.01%
5,888
+897
699
$341K 0.01%
6,193
+75
700
$340K 0.01%
12,971
+1,698
26 27
28
29 30