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
826
$243K 0.01%
11,204
+372
827
$243K 0.01%
+7,883
828
$241K 0.01%
9,352
-3,637
829
$240K 0.01%
+13,840
830
$240K 0.01%
6,330
-3,096
831
$240K 0.01%
5,989
+1,615
832
$239K 0.01%
+15,833
833
$239K 0.01%
+8,399
834
$239K 0.01%
+8,928
835
$238K 0.01%
+3,736
836
$237K 0.01%
6,212
+840
837
$236K 0.01%
+17,546
838
$236K 0.01%
+1,070
839
$236K 0.01%
+1,974
840
$233K 0.01%
1,530
+253
841
$233K 0.01%
1,137
-743
842
$232K 0.01%
9,822
-6,498
843
$232K 0.01%
+5,592
844
$231K 0.01%
+1,919
845
$231K 0.01%
+2,514
846
$231K 0.01%
2,342
-3,857
847
$231K 0.01%
5,985
-2,605
848
$230K 0.01%
+4,334
849
$230K 0.01%
3,251
-528
850
$229K 0.01%
+1,645
32 33
34
35 36