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
701
$340K 0.01%
14,571
+1,467
702
$340K 0.01%
3,448
-2,587
703
$339K 0.01%
7,508
+1,144
704
$339K 0.01%
2,453
+474
705
$336K 0.01%
+2,629
706
$335K 0.01%
+3,216
707
$335K 0.01%
3,180
-1,278
708
$335K 0.01%
80,627
+3,996
709
$331K 0.01%
6,606
+218
710
$331K 0.01%
4,330
-1,941
711
$331K 0.01%
+4,864
712
$331K 0.01%
2,025
-14
713
$327K 0.01%
2,629
-260
714
$326K 0.01%
3,891
+45
715
$326K 0.01%
2,628
+541
716
$323K 0.01%
2,003
+217
717
$323K 0.01%
8,031
-7,944
718
$323K 0.01%
6,572
+1,332
719
$320K 0.01%
4,780
-1,852
720
$320K 0.01%
9,776
-3,907
721
$319K 0.01%
+4,630
722
$317K 0.01%
11,331
-12,713
723
$317K 0.01%
+1,708
724
$316K 0.01%
+2,108
725
$315K 0.01%
3,440
-55,714
27 28
29
30 31