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
276
$413K 0.05%
2,976
-242
277
$412K 0.05%
6,822
+892
278
$403K 0.05%
3,567
+771
279
$398K 0.05%
10,477
-8,741
280
$398K 0.05%
6,886
-388
281
$395K 0.05%
1,977
+250
282
$392K 0.05%
6,311
+327
283
$385K 0.05%
5,528
+430
284
$380K 0.04%
19,177
+5,748
285
$377K 0.04%
4,896
-256
286
$374K 0.04%
5,043
-23
287
$372K 0.04%
16,292
+252
288
$372K 0.04%
+24,730
289
$371K 0.04%
8,276
-2,176
290
$367K 0.04%
6,546
-2,317
291
$359K 0.04%
888
+307
292
$358K 0.04%
6,046
+98
293
$358K 0.04%
9,913
-2,575
294
$356K 0.04%
+13,462
295
$348K 0.04%
+2,893
296
$348K 0.04%
18,342
+101
297
$346K 0.04%
42,066
-2,196
298
$345K 0.04%
4,071
-418
299
$343K 0.04%
3,671
-220
300
$341K 0.04%
7,884
+132
10 11
12
13 14