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
176
$2.57M 0.1%
28,535
-50,414
177
$2.56M 0.1%
34,610
+7,018
178
$2.56M 0.1%
80,952
-992
179
$2.56M 0.1%
72,830
-5,575
180
$2.55M 0.1%
76,135
+4,960
181
$2.54M 0.09%
100,769
-35,327
182
$2.54M 0.09%
44,274
+25,491
183
$2.52M 0.09%
25,665
+14,172
184
$2.51M 0.09%
51,800
+6,865
185
$2.51M 0.09%
53,921
+18,948
186
$2.5M 0.09%
9,654
+317
187
$2.49M 0.09%
16,446
+3,545
188
$2.48M 0.09%
37,624
+26,988
189
$2.46M 0.09%
53,011
-48,872
190
$2.46M 0.09%
10,417
+1,817
191
$2.45M 0.09%
22,602
+1,675
192
$2.39M 0.09%
17,924
-6,707
193
$2.38M 0.09%
30,651
+5,974
194
$2.38M 0.09%
157,804
-433,692
195
$2.37M 0.09%
53,623
-885
196
$2.36M 0.09%
+51,189
197
$2.35M 0.09%
15,077
+2,307
198
$2.29M 0.09%
19,857
-2,921
199
$2.28M 0.09%
18,486
+6,858
200
$2.27M 0.08%
14,465
+2,302
6 7
8
9 10