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
226
$2M 0.07%
9,785
+2,295
227
$2M 0.07%
24,069
+1,952
228
$2M 0.07%
23,097
-1,537
229
$2M 0.07%
18,568
-29,837
230
$1.97M 0.07%
139,312
+127,695
231
$1.97M 0.07%
18,837
+14,289
232
$1.94M 0.07%
13,027
+2,055
233
$1.93M 0.07%
28,451
+24,164
234
$1.93M 0.07%
+72,783
235
$1.92M 0.07%
42,808
+21,185
236
$1.91M 0.07%
18,982
+1,283
237
$1.91M 0.07%
24,057
-4,102
238
$1.91M 0.07%
104,955
-489,654
239
$1.87M 0.07%
14,136
+6,837
240
$1.86M 0.07%
+85,824
241
$1.86M 0.07%
69,556
-5,152
242
$1.85M 0.07%
36,166
-58,221
243
$1.84M 0.07%
5,599
-3,170
244
$1.83M 0.07%
49,205
+28,234
245
$1.82M 0.07%
63,748
-2,112
246
$1.82M 0.07%
10,304
+1,196
247
$1.8M 0.07%
23,381
+17,890
248
$1.8M 0.07%
21,638
-277
249
$1.8M 0.07%
+27,814
250
$1.79M 0.07%
34,595
+3,199
8 9
10
11 12