AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$8.82M
3
+$7.97M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$5.33M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.19M

Top Sells

1
+$12.9M
2
+$3.07M
3
+$2.78M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.75M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.73M

Sector Composition

1 Technology 4.59%
2 Healthcare 4.41%
3 Communication Services 3.34%
4 Financials 3.23%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-6,740
577
– –
-5,528
578
– –
-2,511
579
– –
-7,137
580
– –
-8,960
581
– –
-4,454
582
– –
-1,490
583
– –
-11,250
584
– –
-9,094
585
– –
-10,117
586
– –
-10,002
587
– –
-25,521
588
– –
-5,822
589
– –
-16,310
590
– –
-11,414
591
– –
-5,259
20 21 22 23
24