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
101
$1.58M 0.17%
56,568
-50,068
102
$1.56M 0.17%
25,277
+1,327
103
$1.55M 0.16%
16,441
-2,211
104
$1.52M 0.16%
44,746
-38,582
105
$1.51M 0.16%
34,538
-27,666
106
$1.5M 0.16%
31,904
+8,305
107
$1.48M 0.16%
19,257
-21,025
108
$1.47M 0.16%
94,798
+14,045
109
$1.45M 0.15%
17,785
-4,730
110
$1.45M 0.15%
63,683
+6,110
111
$1.42M 0.15%
+59,353
112
$1.4M 0.15%
13,836
+306
113
$1.39M 0.15%
29,852
-448
114
$1.39M 0.15%
22,034
+729
115
$1.35M 0.14%
24,713
-1,704
116
$1.35M 0.14%
8,803
+1,077
117
$1.35M 0.14%
97,916
-6,080
118
$1.33M 0.14%
70,043
+46,228
119
$1.29M 0.14%
50,607
+34,941
120
$1.25M 0.13%
24,247
+776
121
$1.24M 0.13%
13,084
+885
122
$1.24M 0.13%
15,343
-706
123
$1.23M 0.13%
42,951
-84
124
$1.23M 0.13%
14,745
-637
125
$1.22M 0.13%
12,944
-46
3 4
5
6 7