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
351
$235K 0.03%
13,080
-530
352
$233K 0.03%
4,488
-271
353
$233K 0.03%
+7,013
354
$231K 0.03%
4,707
+503
355
$229K 0.03%
3,146
-1,308
356
$229K 0.03%
+4,251
357
$228K 0.03%
2,186
-16,523
358
$223K 0.03%
502
-19
359
$223K 0.03%
5,139
-3,376
360
$222K 0.03%
+5,393
361
$222K 0.03%
+2,553
362
$220K 0.03%
+9,757
363
$220K 0.03%
6,148
-3,866
364
$219K 0.03%
+3,117
365
$218K 0.03%
+4,976
366
$217K 0.03%
5,384
-146
367
$215K 0.03%
2,628
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368
$215K 0.03%
5,442
-947
369
$214K 0.03%
11,136
-1,206
370
$212K 0.02%
3,745
-203
371
$212K 0.02%
+5,331
372
$211K 0.02%
13,722
+2,203
373
$211K 0.02%
+5,632
374
$210K 0.02%
1,485
-155
375
$208K 0.02%
+2,643
13 14
15
16 17