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
276
$1.38M 0.06%
12,988
-1,369
277
$1.37M 0.06%
28,883
+13,249
278
$1.37M 0.06%
19,027
+558
279
$1.35M 0.06%
48,775
+8,399
280
$1.32M 0.06%
25,215
+8,452
281
$1.32M 0.06%
7,490
+640
282
$1.32M 0.06%
+38,898
283
$1.32M 0.06%
26,242
+9,776
284
$1.32M 0.06%
41,430
-10,983
285
$1.31M 0.06%
13,192
-529
286
$1.31M 0.06%
15,976
+2,450
287
$1.31M 0.06%
59,008
+36,274
288
$1.31M 0.06%
16,815
-1,287
289
$1.3M 0.06%
19,497
+3,331
290
$1.3M 0.06%
66,981
+4,779
291
$1.3M 0.06%
35,605
-12,092
292
$1.29M 0.05%
30,180
+6,442
293
$1.28M 0.05%
34,518
+15,918
294
$1.27M 0.05%
98,328
+38,912
295
$1.27M 0.05%
14,750
-13,172
296
$1.27M 0.05%
55,937
-2,657
297
$1.27M 0.05%
9,833
-903
298
$1.26M 0.05%
17,707
+975
299
$1.26M 0.05%
12,822
+674
300
$1.26M 0.05%
24,272
+10,617
10 11
12
13 14