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
251
$362K 0.04%
+41,344
252
$361K 0.04%
+3,690
253
$361K 0.04%
+20,003
254
$360K 0.04%
+3,790
255
$359K 0.04%
+10,987
256
$354K 0.04%
+10,394
257
$354K 0.04%
+11,290
258
$348K 0.04%
+4,224
259
$345K 0.04%
+5,958
260
$343K 0.04%
+8,603
261
$343K 0.04%
+5,860
262
$341K 0.04%
+6,873
263
$340K 0.04%
+11,420
264
$340K 0.04%
+9,049
265
$337K 0.04%
+12,528
266
$336K 0.04%
+30,580
267
$331K 0.04%
+3,433
268
$330K 0.04%
+11,751
269
$329K 0.04%
+41,107
270
$329K 0.04%
+19,247
271
$328K 0.04%
+5,368
272
$327K 0.04%
+7,092
273
$327K 0.04%
+6,815
274
$327K 0.04%
+5,298
275
$323K 0.04%
+4,993
9 10
11
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