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
251
$1.78M 0.07%
4,857
+1,466
252
$1.77M 0.07%
22,900
+17,524
253
$1.76M 0.07%
153,366
+2,370
254
$1.75M 0.07%
41,382
+28,579
255
$1.74M 0.06%
62,504
-29,798
256
$1.73M 0.06%
12,468
+9,192
257
$1.72M 0.06%
10,805
+1,968
258
$1.71M 0.06%
42,188
+1,168
259
$1.71M 0.06%
8,077
+2,005
260
$1.71M 0.06%
29,261
+19,387
261
$1.69M 0.06%
29,252
+13,331
262
$1.69M 0.06%
9,702
+2,728
263
$1.69M 0.06%
41,472
+3,212
264
$1.66M 0.06%
+18,985
265
$1.66M 0.06%
20,280
+7,072
266
$1.66M 0.06%
61,574
-25,272
267
$1.66M 0.06%
35,622
+6,739
268
$1.63M 0.06%
16,296
+3,104
269
$1.63M 0.06%
32,381
+6,139
270
$1.63M 0.06%
80,990
+2,160
271
$1.62M 0.06%
17,636
+1,223
272
$1.61M 0.06%
30,848
+1,603
273
$1.6M 0.06%
7,640
+175
274
$1.6M 0.06%
10,368
+1,936
275
$1.6M 0.06%
+22,239
9 10
11
12 13