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
$852M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.9M
3
+$9.24M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.55M
5
BND icon
Vanguard Total Bond Market
BND
+$6.96M

Top Sells

1
+$26.9M
2
+$12M
3
+$9.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.49M

Sector Composition

1 Healthcare 4.1%
2 Technology 2.88%
3 Financials 2.85%
4 Consumer Staples 2.44%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$464K 0.05%
17,341
+5,472
252
$460K 0.05%
34,137
-1,204
253
$455K 0.05%
4,631
+226
254
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17,206
-752
255
$453K 0.05%
12,840
+3,390
256
$451K 0.05%
5,084
-8,152
257
$450K 0.05%
70,010
+34,234
258
$449K 0.05%
8,158
+262
259
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25,551
-30,140
260
$442K 0.05%
2,375
+11
261
$441K 0.05%
+27,335
262
$440K 0.05%
5,211
-522
263
$436K 0.05%
2,445
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264
$435K 0.05%
1,433
-77
265
$433K 0.05%
7,812
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266
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267
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268
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7,747
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269
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7,569
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270
$426K 0.05%
4,878
-186
271
$422K 0.05%
6,045
-189
272
$421K 0.05%
3,879
-91
273
$420K 0.05%
6,800
+912
274
$420K 0.05%
26,501
+16,380
275
$420K 0.05%
12,915
-194
9 10
11
12 13