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
851
$229K 0.01%
+18,189
852
$228K 0.01%
3,865
-30
853
$228K 0.01%
2,055
+17
854
$228K 0.01%
6,272
-3,811
855
$228K 0.01%
3,473
-275
856
$227K 0.01%
151
+16
857
$227K 0.01%
4,302
-524
858
$226K 0.01%
+11,716
859
$225K 0.01%
2,900
-89,993
860
$225K 0.01%
+5,325
861
$225K 0.01%
2,460
-895
862
$224K 0.01%
894
-60
863
$224K 0.01%
2,621
-1,915
864
$224K 0.01%
62,694
+1,868
865
$223K 0.01%
6,131
+788
866
$223K 0.01%
4,814
+326
867
$222K 0.01%
8,707
-25,789
868
$222K 0.01%
+7,610
869
$222K 0.01%
738
-267
870
$222K 0.01%
6,934
-337
871
$221K 0.01%
9,050
+1,057
872
$221K 0.01%
+8,191
873
$221K 0.01%
+7,694
874
$219K 0.01%
3,829
-595
875
$218K 0.01%
1,921
+24
33 34
35
36 37