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
726
$315K 0.01%
4,064
-206
727
$314K 0.01%
6,616
-704
728
$313K 0.01%
5,849
+1,540
729
$312K 0.01%
+9,043
730
$312K 0.01%
+11,184
731
$309K 0.01%
8,661
+1,511
732
$308K 0.01%
+4,844
733
$308K 0.01%
7,708
-3,484
734
$307K 0.01%
+6,237
735
$305K 0.01%
8,512
-1,524
736
$304K 0.01%
23,268
-7,619
737
$302K 0.01%
+1,908
738
$301K 0.01%
13,141
+4,242
739
$300K 0.01%
263
+9
740
$300K 0.01%
4,279
-7,621
741
$296K 0.01%
+2,862
742
$295K 0.01%
+8,004
743
$295K 0.01%
7,260
+1,668
744
$295K 0.01%
+2,289
745
$295K 0.01%
15,647
-10,031
746
$295K 0.01%
536
-597
747
$295K 0.01%
13,874
-680
748
$294K 0.01%
5,545
+1,824
749
$294K 0.01%
13,938
+3,493
750
$294K 0.01%
42,979
+72
28 29
30
31 32