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
$2.81B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$13.6M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$11.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.32M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.07M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$5.29M

Sector Composition

1 Technology 6.66%
2 Financials 4.5%
3 Consumer Discretionary 3.99%
4 Industrials 3.9%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.09M 0.07%
18,478
-90
227
$2.06M 0.07%
50,460
-729
228
$2.05M 0.07%
10,293
-1,997
229
$2.02M 0.07%
23,701
-2,885
230
$2.02M 0.07%
51,286
-21,968
231
$2.01M 0.07%
72,519
-264
232
$2.01M 0.07%
30,388
+1,937
233
$2M 0.07%
84,062
+34,497
234
$1.99M 0.07%
8,013
-64
235
$1.99M 0.07%
63,198
+4,564
236
$1.98M 0.07%
12,480
-2,597
237
$1.98M 0.07%
13,908
+1,440
238
$1.95M 0.07%
84,370
+3,380
239
$1.93M 0.07%
80,136
-5,688
240
$1.93M 0.07%
31,213
-659
241
$1.93M 0.07%
5,078
-521
242
$1.91M 0.07%
47,671
+29,278
243
$1.91M 0.07%
12,265
-762
244
$1.89M 0.07%
100,050
-4,905
245
$1.89M 0.07%
22,675
-225
246
$1.88M 0.07%
35,766
-400
247
$1.88M 0.07%
11,309
+504
248
$1.87M 0.07%
65,910
+2,162
249
$1.86M 0.07%
63,323
+819
250
$1.84M 0.07%
21,624
+14,385
8 9
10
11 12