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
351
$1.23M 0.05%
23,995
+6,294
352
$1.23M 0.05%
73,134
+61,020
353
$1.23M 0.05%
+26,444
354
$1.23M 0.05%
+64,544
355
$1.22M 0.05%
4,795
-176
356
$1.21M 0.05%
14,682
+4,168
357
$1.2M 0.04%
+15,769
358
$1.2M 0.04%
1,771
+169
359
$1.2M 0.04%
8,117
-930
360
$1.19M 0.04%
+95,339
361
$1.19M 0.04%
16,274
-3,223
362
$1.18M 0.04%
13,890
+614
363
$1.18M 0.04%
83,920
-445,472
364
$1.18M 0.04%
10,155
-1,673
365
$1.18M 0.04%
22,063
+9,713
366
$1.18M 0.04%
19,989
+3,066
367
$1.17M 0.04%
+109,091
368
$1.17M 0.04%
+34,517
369
$1.17M 0.04%
12,137
-685
370
$1.17M 0.04%
72,250
+17,850
371
$1.16M 0.04%
+41,765
372
$1.16M 0.04%
+56,626
373
$1.15M 0.04%
32,030
-13,660
374
$1.15M 0.04%
13,214
-1,154
375
$1.14M 0.04%
14,085
-3,622
13 14
15
16 17