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
376
$207K 0.02%
+6,698
377
$206K 0.02%
+3,562
378
$206K 0.02%
4,435
+48
379
$206K 0.02%
25,461
-1,052
380
$205K 0.02%
1,935
-338
381
$202K 0.02%
+5,030
382
$202K 0.02%
+9,698
383
$202K 0.02%
6,112
-486
384
$200K 0.02%
2,103
385
$170K 0.02%
19,144
-2,325
386
$138K 0.02%
25,433
+4,589
387
$130K 0.02%
3,489
+4
388
$129K 0.02%
+58
389
$120K 0.01%
12,625
+1,176
390
$108K 0.01%
+2,267
391
$87K 0.01%
12,884
+76
392
$86K 0.01%
+17,606
393
$61K 0.01%
+10,116
394
$3K ﹤0.01%
1,023
395
– –
-16,622
396
– –
-44,759
397
– –
-3,102
398
– –
-3,272
399
– –
-6,593
400
– –
-97,296
14 15
16
17 18