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
376
$1.14M 0.04%
49,285
-11,071
377
$1.14M 0.04%
32,221
+4,467
378
$1.13M 0.04%
41,176
+4,296
379
$1.13M 0.04%
+10,965
380
$1.13M 0.04%
28,156
-6,362
381
$1.13M 0.04%
20,827
-746
382
$1.12M 0.04%
17,926
+252
383
$1.12M 0.04%
+24,064
384
$1.11M 0.04%
11,713
+1,935
385
$1.11M 0.04%
19,516
-72
386
$1.11M 0.04%
21,312
+5,157
387
$1.1M 0.04%
6,460
+247
388
$1.1M 0.04%
60,819
+2,716
389
$1.09M 0.04%
9,240
+3,469
390
$1.09M 0.04%
8,843
-990
391
$1.07M 0.04%
42,410
-785,826
392
$1.07M 0.04%
75,039
+36,992
393
$1.07M 0.04%
+39,372
394
$1.07M 0.04%
19,607
+11,679
395
$1.05M 0.04%
28,373
-7,232
396
$1.05M 0.04%
34,848
+388
397
$1.04M 0.04%
+64,363
398
$1.04M 0.04%
10,613
+2,011
399
$1.04M 0.04%
11,184
-86
400
$1.04M 0.04%
5,476
+265
14 15
16
17 18