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
76
$7.58M 0.28%
153,389
+4,693
77
$7.52M 0.28%
87,572
-18,478
78
$7.48M 0.28%
+153,470
79
$7.4M 0.28%
64,467
+42,882
80
$7.4M 0.28%
274,434
+56,849
81
$7.17M 0.27%
120,778
+7,438
82
$7.08M 0.26%
52,410
+14,576
83
$7.04M 0.26%
32,085
+4,409
84
$6.97M 0.26%
12,743
+2,082
85
$6.95M 0.26%
59,763
+46,403
86
$6.79M 0.25%
205,390
+47,242
87
$6.7M 0.25%
47,451
+11,434
88
$6.67M 0.25%
+187,866
89
$6.5M 0.24%
219,960
-218,112
90
$6.43M 0.24%
38,631
+3,535
91
$6.24M 0.23%
+105,840
92
$6.2M 0.23%
25,161
-8,273
93
$6.18M 0.23%
14,834
+2,303
94
$6.14M 0.23%
57,505
+13,544
95
$6.13M 0.23%
+61,447
96
$6.08M 0.23%
16,293
+3,588
97
$6.07M 0.23%
+202,411
98
$6M 0.22%
125,630
+119,172
99
$5.86M 0.22%
79,071
+56,353
100
$5.83M 0.22%
28,747
+18,874
2 3
4
5 6