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
876
$218K 0.01%
+2,472
877
$218K 0.01%
+2,214
878
$218K 0.01%
1,674
-842
879
$218K 0.01%
5,123
-2,908
880
$217K 0.01%
18,435
881
$216K 0.01%
5,778
-4,164
882
$215K 0.01%
+4,281
883
$215K 0.01%
2,765
-2,186
884
$215K 0.01%
15,550
-24,113
885
$215K 0.01%
+3,181
886
$213K 0.01%
5,275
+1
887
$213K 0.01%
3,650
-3,793
888
$213K 0.01%
3,032
-486
889
$212K 0.01%
+4,024
890
$211K 0.01%
+2,297
891
$211K 0.01%
18,381
+2,572
892
$210K 0.01%
13,200
-138
893
$209K 0.01%
+4,596
894
$209K 0.01%
+4,953
895
$209K 0.01%
+2,716
896
$207K 0.01%
+3,734
897
$207K 0.01%
+8,866
898
$207K 0.01%
3,646
-21
899
$206K 0.01%
+4,871
900
$206K 0.01%
31,572
-33
34 35
36
37 38