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
901
$206K 0.01%
+8,513
902
$205K 0.01%
+3,611
903
$204K 0.01%
+2,024
904
$204K 0.01%
6,579
-179
905
$204K 0.01%
2,343
-3,640
906
$203K 0.01%
2,338
-3,682
907
$203K 0.01%
31,253
+8,945
908
$202K 0.01%
5,442
-1,182
909
$200K 0.01%
11,217
+1,064
910
$200K 0.01%
3,339
+328
911
$198K 0.01%
+3,855
912
$194K 0.01%
13,200
+414
913
$191K 0.01%
12,730
-723
914
$190K 0.01%
12,708
-7,371
915
$190K 0.01%
28,901
+6,834
916
$188K 0.01%
+11,731
917
$186K 0.01%
+11,453
918
$182K 0.01%
22,776
-2,099
919
$181K 0.01%
14,088
-753
920
$174K 0.01%
+29,812
921
$172K 0.01%
+16,915
922
$169K 0.01%
25,927
+5,075
923
$169K 0.01%
17,254
-1,805
924
$169K 0.01%
11,503
-1,461
925
$166K 0.01%
+568
35 36
37
38 39