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
$941M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.4M
3
+$8.42M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.08M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.18M

Top Sells

1
+$10.6M
2
+$10.3M
3
+$10.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.2M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$10.1M

Sector Composition

1 Healthcare 3.38%
2 Technology 3.11%
3 Financials 2.83%
4 Consumer Staples 2.74%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$273K 0.03%
5,265
+747
352
$269K 0.03%
3,027
-354
353
$268K 0.03%
2,137
+244
354
$268K 0.03%
+3,189
355
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2,196
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356
$264K 0.03%
7,255
-5,152
357
$258K 0.03%
4,349
-518
358
$256K 0.03%
7,598
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359
$256K 0.03%
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360
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5,268
+1,038
361
$254K 0.03%
3,464
-252
362
$254K 0.03%
11,393
+3,329
363
$252K 0.03%
4,499
+512
364
$251K 0.03%
11,814
-1,512
365
$251K 0.03%
6,634
-612
366
$250K 0.03%
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367
$250K 0.03%
4,851
+1,061
368
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+4,381
369
$247K 0.03%
29,904
+11,285
370
$246K 0.03%
+4,384
371
$246K 0.03%
12,194
+674
372
$238K 0.03%
15,672
-2,394
373
$237K 0.03%
587
-144
374
$236K 0.03%
6,013
-5,528
375
$235K 0.03%
2,281
-523
13 14
15
16 17