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
251
$1.55M 0.07%
20,424
+1,344
252
$1.55M 0.07%
85,957
+38,031
253
$1.54M 0.07%
16,339
-4,694
254
$1.53M 0.06%
46,234
+1,999
255
$1.52M 0.06%
13,360
+8,866
256
$1.51M 0.06%
8,666
-1,116
257
$1.5M 0.06%
+7,465
258
$1.49M 0.06%
9,108
+4,604
259
$1.49M 0.06%
+19,469
260
$1.49M 0.06%
10,972
+2,057
261
$1.48M 0.06%
8,175
+316
262
$1.47M 0.06%
16,413
+4,378
263
$1.47M 0.06%
12,541
+3,332
264
$1.44M 0.06%
8,692
+441
265
$1.44M 0.06%
28,612
+8,614
266
$1.44M 0.06%
163,696
+56,047
267
$1.43M 0.06%
35,618
-10,782
268
$1.43M 0.06%
19,070
+8,320
269
$1.42M 0.06%
+51,271
270
$1.42M 0.06%
84,305
+42,025
271
$1.42M 0.06%
62,386
+6,817
272
$1.41M 0.06%
78,830
+44,620
273
$1.41M 0.06%
+10,071
274
$1.41M 0.06%
9,047
-506
275
$1.4M 0.06%
60,356
-51,300
9 10
11
12 13