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
326
$272K 0.03%
9,793
-79
327
$267K 0.03%
2,964
-71
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$266K 0.03%
5,318
-76
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$265K 0.03%
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330
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331
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332
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333
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334
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335
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336
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337
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-34
338
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339
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340
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341
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346
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347
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348
$240K 0.03%
32,549
-1,003
349
$237K 0.03%
+2,045
350
$235K 0.03%
1,756
-47
12 13
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15 16