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
301
$1.41M 0.05%
78,527
+58,668
302
$1.41M 0.05%
66,954
+11,942
303
$1.41M 0.05%
155,618
-8,078
304
$1.41M 0.05%
11,351
-1,190
305
$1.4M 0.05%
31,872
+7,600
306
$1.39M 0.05%
+16,012
307
$1.39M 0.05%
46,988
-90,661
308
$1.39M 0.05%
46,784
+550
309
$1.38M 0.05%
+25,946
310
$1.37M 0.05%
41,212
+6,937
311
$1.37M 0.05%
+8,731
312
$1.36M 0.05%
25,569
+20,938
313
$1.36M 0.05%
14,425
-1,914
314
$1.35M 0.05%
5,918
-1,984
315
$1.35M 0.05%
29,393
+1,044
316
$1.34M 0.05%
21,663
+2,593
317
$1.33M 0.05%
7,659
+3,798
318
$1.33M 0.05%
25,406
+3,377
319
$1.33M 0.05%
63,657
+7,720
320
$1.32M 0.05%
29,337
+24,086
321
$1.32M 0.05%
14,119
+5,904
322
$1.32M 0.05%
116,618
+71,041
323
$1.32M 0.05%
+25,044
324
$1.31M 0.05%
25,327
+12,788
325
$1.31M 0.05%
18,225
+2,248
11 12
13
14 15