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
76
$1.61M 0.19%
16,647
-1,738
77
$1.59M 0.19%
16,453
-1,028
78
$1.53M 0.18%
24,450
+1,894
79
$1.52M 0.18%
15,223
+1,332
80
$1.51M 0.18%
35,576
-756
81
$1.47M 0.17%
27,498
+880
82
$1.47M 0.17%
12,689
+1,544
83
$1.47M 0.17%
11,513
-713
84
$1.46M 0.17%
15,306
-1,592
85
$1.44M 0.17%
25,879
-2,849
86
$1.44M 0.17%
12,594
+566
87
$1.43M 0.17%
81,691
+18,028
88
$1.42M 0.17%
13,808
+2,980
89
$1.41M 0.16%
35,461
+520
90
$1.37M 0.16%
+12,436
91
$1.34M 0.16%
63,619
+12,222
92
$1.33M 0.16%
68,266
+38,365
93
$1.33M 0.16%
13,389
+2,840
94
$1.32M 0.16%
27,840
-2,341
95
$1.32M 0.15%
27,163
+3,677
96
$1.32M 0.15%
8,473
+288
97
$1.31M 0.15%
21,046
+576
98
$1.31M 0.15%
74,925
+15,415
99
$1.3M 0.15%
19,398
+1,563
100
$1.28M 0.15%
85,008
-643
2 3
4
5 6