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
751
$291K 0.01%
+1,539
752
$290K 0.01%
5,932
-743
753
$290K 0.01%
+10,014
754
$289K 0.01%
+1,758
755
$289K 0.01%
772
-325
756
$289K 0.01%
+1,151
757
$288K 0.01%
+8,662
758
$287K 0.01%
4,416
-4
759
$287K 0.01%
6,214
-2,216
760
$287K 0.01%
26,037
+5,941
761
$285K 0.01%
+2,403
762
$284K 0.01%
9,584
-10,840
763
$282K 0.01%
6,328
-7,254
764
$282K 0.01%
5,853
+462
765
$282K 0.01%
10,983
+1,632
766
$281K 0.01%
9,849
+1,777
767
$280K 0.01%
6,345
-2,411
768
$278K 0.01%
2,504
-7,095
769
$278K 0.01%
+221
770
$278K 0.01%
6,809
771
$278K 0.01%
+6,074
772
$278K 0.01%
+1,108
773
$276K 0.01%
3,034
-926
774
$275K 0.01%
26,395
+537
775
$275K 0.01%
+6,224
29 30
31
32 33