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
376
$235K 0.03%
+914
377
$232K 0.02%
+8,222
378
$232K 0.02%
+14,705
379
$230K 0.02%
+2,808
380
$230K 0.02%
+8,256
381
$230K 0.02%
2,793
-237
382
$228K 0.02%
1,762
-135
383
$227K 0.02%
+1,585
384
$227K 0.02%
3,003
-519
385
$223K 0.02%
+6,950
386
$221K 0.02%
2,252
-203
387
$220K 0.02%
+6,406
388
$220K 0.02%
5,041
-4,630
389
$219K 0.02%
+3,295
390
$218K 0.02%
+2,103
391
$216K 0.02%
5,610
-1,655
392
$216K 0.02%
3,530
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393
$216K 0.02%
+7,279
394
$213K 0.02%
5,528
+537
395
$210K 0.02%
13,540
-15,400
396
$209K 0.02%
10,578
+1,272
397
$207K 0.02%
+6,686
398
$207K 0.02%
5,702
-5,150
399
$206K 0.02%
+1,947
400
$205K 0.02%
9,680
+482
14 15
16
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