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
126
$4.2M 0.16%
55,492
+7,332
127
$4.15M 0.15%
35,038
+9,452
128
$4.12M 0.15%
25,875
+3,925
129
$4.11M 0.15%
34,504
+8,953
130
$4.09M 0.15%
+19,648
131
$4.04M 0.15%
132,393
+93,061
132
$3.98M 0.15%
44,121
+37,986
133
$3.96M 0.15%
28,312
+25,143
134
$3.93M 0.15%
208,724
+16,472
135
$3.92M 0.15%
34,322
+3,161
136
$3.91M 0.15%
77,451
+48,839
137
$3.88M 0.14%
90,679
+10,163
138
$3.81M 0.14%
13,906
+151
139
$3.71M 0.14%
31,299
+9,527
140
$3.71M 0.14%
710,635
+187,540
141
$3.67M 0.14%
182,465
+48,726
142
$3.65M 0.14%
53,110
+21,504
143
$3.65M 0.14%
94,977
+89,149
144
$3.62M 0.13%
40,166
+11,037
145
$3.61M 0.13%
16,684
+1,171
146
$3.52M 0.13%
74,563
+11,886
147
$3.51M 0.13%
43,114
+7,165
148
$3.43M 0.13%
118,684
+34,964
149
$3.43M 0.13%
131,316
-1,336
150
$3.41M 0.13%
31,398
+27,723
4 5
6
7 8