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
1001
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-17,871
1002
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1003
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1004
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1005
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1006
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-1,678
1007
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-5,431
1008
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-5,753
1009
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-21,346
1010
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-5,427
1011
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-2,860
1012
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-3,778
1013
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-9,968
1014
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-14,653
1015
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1016
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-737
1017
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-3,854
1018
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1019
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1020
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-9,807
1021
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-18,219
1022
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-23,908
1023
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-15,829
1024
– –
-28,877
1025
– –
-41,430
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