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
201
$2.24M 0.08%
15,991
+1,254
202
$2.24M 0.08%
35,378
+20,087
203
$2.22M 0.08%
6,273
+10
204
$2.21M 0.08%
580,560
+22,560
205
$2.21M 0.08%
66,799
-16,553
206
$2.2M 0.08%
6,496
-21,262
207
$2.2M 0.08%
48,901
-2,695
208
$2.19M 0.08%
23,904
+3,480
209
$2.18M 0.08%
12,290
+3,598
210
$2.17M 0.08%
+7,702
211
$2.17M 0.08%
71,280
-3,640
212
$2.15M 0.08%
+84,862
213
$2.15M 0.08%
20,734
-3,633
214
$2.15M 0.08%
19,247
-3,653
215
$2.15M 0.08%
38,028
+2,874
216
$2.13M 0.08%
18,579
+13,213
217
$2.11M 0.08%
27,958
-7,691
218
$2.11M 0.08%
15,614
+448
219
$2.07M 0.08%
69,953
-35,301
220
$2.06M 0.08%
33,914
-46,336
221
$2.06M 0.08%
26,586
+18,392
222
$2.04M 0.08%
35,925
-9,632
223
$2.01M 0.08%
28,362
+9,335
224
$2.01M 0.07%
45,256
-4,060
225
$2M 0.07%
48,447
+29,586
7 8
9
10 11