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
51
$10.6M 0.39%
135,117
+76,854
52
$10M 0.37%
76,152
+25,193
53
$9.78M 0.36%
68,537
+7,949
54
$9.71M 0.36%
+113,501
55
$9.7M 0.36%
187,183
+12,965
56
$9.69M 0.36%
172,842
+35,772
57
$9.68M 0.36%
119,783
+11,931
58
$9.5M 0.35%
104,828
-3,031
59
$9.47M 0.35%
83,670
-37,134
60
$9.4M 0.35%
45,973
+21,366
61
$9.36M 0.35%
79,950
+15,334
62
$9.31M 0.35%
260,670
+108,429
63
$9.06M 0.34%
51,434
+4,231
64
$9.02M 0.34%
60,090
+42,229
65
$9M 0.34%
228,737
+31,262
66
$8.97M 0.33%
88,293
+7,476
67
$8.84M 0.33%
69,589
+56,636
68
$8.62M 0.32%
231,710
-107,915
69
$8.56M 0.32%
79,342
+60,668
70
$8.53M 0.32%
+144,800
71
$8.5M 0.32%
44,852
+6,805
72
$8.41M 0.31%
70,730
-17,514
73
$7.89M 0.29%
136,779
+29,288
74
$7.79M 0.29%
95,798
+14,862
75
$7.64M 0.29%
57,086
+1,524
1 2
3
4 5