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
776
$275K 0.01%
18,667
+818
777
$274K 0.01%
+2,164
778
$273K 0.01%
22,207
779
$272K 0.01%
+7,440
780
$271K 0.01%
6,196
+229
781
$271K 0.01%
3,549
-2,060
782
$271K 0.01%
3,307
+528
783
$270K 0.01%
4,825
-3,852
784
$270K 0.01%
+3,840
785
$269K 0.01%
8,398
-1,548
786
$269K 0.01%
7,530
-7,451
787
$269K 0.01%
+4,522
788
$268K 0.01%
12,317
-1,309
789
$266K 0.01%
+5,608
790
$266K 0.01%
+6,781
791
$266K 0.01%
+2,653
792
$266K 0.01%
13,999
+473
793
$265K 0.01%
18,358
+77
794
$264K 0.01%
5,791
-11,465
795
$263K 0.01%
7,500
796
$261K 0.01%
5,186
-126,124
797
$261K 0.01%
8,654
+2,762
798
$260K 0.01%
22,842
+5,928
799
$260K 0.01%
11,120
-16,384
800
$260K 0.01%
4,635
+322
30 31
32
33 34