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
251
$1.83M 0.07%
9,508
-796
252
$1.82M 0.07%
10,126
+424
253
$1.82M 0.06%
41,330
+9,945
254
$1.82M 0.06%
9,192
-593
255
$1.81M 0.06%
18,098
+1,802
256
$1.81M 0.06%
34,424
-1,198
257
$1.8M 0.06%
14,303
+843
258
$1.8M 0.06%
42,820
+632
259
$1.79M 0.06%
16,822
+2,777
260
$1.78M 0.06%
10,917
-19,810
261
$1.77M 0.06%
89,873
+63,735
262
$1.77M 0.06%
44,770
-4,435
263
$1.76M 0.06%
7,315
-387
264
$1.75M 0.06%
11,964
+1,596
265
$1.74M 0.06%
42,555
+2,282
266
$1.74M 0.06%
146,862
-6,504
267
$1.72M 0.06%
15,646
-2,933
268
$1.72M 0.06%
7,985
+345
269
$1.7M 0.06%
17,900
+264
270
$1.69M 0.06%
15,520
-15,878
271
$1.69M 0.06%
25,239
-4,022
272
$1.67M 0.06%
5,110
+253
273
$1.67M 0.06%
21,954
+316
274
$1.66M 0.06%
23,743
+1,129
275
$1.66M 0.06%
48,463
-18,336
9 10
11
12 13