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
$821M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$96.4M
2
+$93M
3
+$26.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$20.4M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$18.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 3.07%
2 Healthcare 2.71%
3 Technology 2.32%
4 Energy 2.2%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$401K 0.05%
+4,859
227
$401K 0.05%
+16,795
228
$400K 0.05%
+13,557
229
$399K 0.05%
+5,775
230
$397K 0.05%
+11,750
231
$395K 0.05%
+9,461
232
$394K 0.05%
+19,081
233
$394K 0.05%
+7,295
234
$393K 0.05%
+4,854
235
$393K 0.05%
+16,352
236
$393K 0.05%
+18,515
237
$387K 0.05%
+6,521
238
$386K 0.05%
+7,855
239
$381K 0.05%
+3,516
240
$380K 0.05%
+4,847
241
$378K 0.05%
+7,022
242
$378K 0.05%
+14,530
243
$377K 0.05%
+5,684
244
$374K 0.05%
+4,272
245
$370K 0.05%
+17,005
246
$370K 0.05%
+15,136
247
$365K 0.04%
+11,206
248
$364K 0.04%
+10,379
249
$363K 0.04%
+10,327
250
$363K 0.04%
+43,122
8 9
10
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