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
276
$1.65M 0.06%
32,779
+398
277
$1.64M 0.06%
122,288
-6,252
278
$1.64M 0.06%
11,244
+538
279
$1.63M 0.06%
12,921
+636
280
$1.63M 0.06%
41,777
+1,747
281
$1.62M 0.06%
60,150
-1,424
282
$1.62M 0.06%
30,088
-12,720
283
$1.58M 0.06%
19,149
+164
284
$1.58M 0.06%
28,511
+7,684
285
$1.57M 0.06%
9,385
-32
286
$1.57M 0.06%
12,275
+924
287
$1.57M 0.06%
15,485
+3,023
288
$1.56M 0.06%
19,869
-3,512
289
$1.55M 0.06%
28,864
+6,801
290
$1.55M 0.06%
82,014
+516
291
$1.54M 0.05%
27,754
+237
292
$1.52M 0.05%
55,118
+46,927
293
$1.52M 0.05%
69,256
+5,599
294
$1.51M 0.05%
33,570
-14,877
295
$1.51M 0.05%
9,473
+1,137
296
$1.5M 0.05%
47,641
+857
297
$1.49M 0.05%
48,692
+1,704
298
$1.49M 0.05%
9,958
+58
299
$1.48M 0.05%
6,106
+475
300
$1.48M 0.05%
54,130
+4,862
10 11
12
13 14