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
101
$5.8M 0.22%
32,080
+5,183
102
$5.79M 0.22%
107,409
+21,545
103
$5.54M 0.21%
2,905
+596
104
$5.29M 0.2%
168,736
+2,266
105
$5.28M 0.2%
84,064
+56,383
106
$5.2M 0.19%
73,481
+31,717
107
$5.15M 0.19%
18,839
+4,317
108
$5.07M 0.19%
191,477
+77,096
109
$5.04M 0.19%
46,119
+5,368
110
$5.03M 0.19%
40,426
-7,106
111
$4.84M 0.18%
91,325
+22,093
112
$4.77M 0.18%
32,454
+3,647
113
$4.76M 0.18%
45,410
-93
114
$4.7M 0.18%
56,810
+7,516
115
$4.67M 0.17%
161,395
+8,899
116
$4.65M 0.17%
28,044
+6,646
117
$4.61M 0.17%
51,232
+7,998
118
$4.57M 0.17%
20,030
+5,299
119
$4.57M 0.17%
30,727
+14,529
120
$4.49M 0.17%
43,506
+594
121
$4.45M 0.17%
50,586
+848
122
$4.41M 0.16%
81,834
+11,890
123
$4.37M 0.16%
45,215
-2,139
124
$4.37M 0.16%
83,229
+13,830
125
$4.36M 0.16%
+43,509
3 4
5
6 7