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
$2.36B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$44.9M
3
+$42M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$41M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$30.7M

Top Sells

1
+$143M
2
+$90.4M
3
+$79.6M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$54M
5
AEP icon
American Electric Power
AEP
+$43.2M

Sector Composition

1 Technology 5.67%
2 Healthcare 4.52%
3 Financials 4.11%
4 Industrials 3.64%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.81M 0.08%
65,860
+17,016
227
$1.76M 0.07%
+70,926
228
$1.76M 0.07%
47,402
+1,500
229
$1.76M 0.07%
20,927
+5,065
230
$1.75M 0.07%
72,273
+2,805
231
$1.74M 0.07%
12,770
+7,544
232
$1.74M 0.07%
69,357
-11,477
233
$1.72M 0.07%
27,681
+11,661
234
$1.7M 0.07%
12,163
-4,156
235
$1.7M 0.07%
+22,718
236
$1.7M 0.07%
150,996
+9,522
237
$1.69M 0.07%
35,154
+4,296
238
$1.67M 0.07%
31,396
+1,035
239
$1.67M 0.07%
34,973
+8,334
240
$1.67M 0.07%
24,631
+14,290
241
$1.64M 0.07%
41,020
+928
242
$1.63M 0.07%
8,600
+498
243
$1.61M 0.07%
24,536
+3,214
244
$1.6M 0.07%
11,828
+5,439
245
$1.6M 0.07%
12,953
+10,850
246
$1.59M 0.07%
9,907
-99
247
$1.58M 0.07%
63,300
+24,549
248
$1.58M 0.07%
12,694
+1,611
249
$1.57M 0.07%
38,260
+5,132
250
$1.56M 0.07%
17,699
+9,210
8 9
10
11 12