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
301
$1.48M 0.05%
51,620
+3,166
302
$1.48M 0.05%
25,232
+12,422
303
$1.48M 0.05%
12,389
+10,230
304
$1.47M 0.05%
26,318
+19,308
305
$1.47M 0.05%
7,998
+339
306
$1.45M 0.05%
41,365
+153
307
$1.44M 0.05%
48,161
+36,830
308
$1.42M 0.05%
24,404
-11,521
309
$1.42M 0.05%
67,335
+381
310
$1.41M 0.05%
79,040
+20,380
311
$1.41M 0.05%
27,042
+1,715
312
$1.4M 0.05%
16,146
-570
313
$1.39M 0.05%
117,426
-8,400
314
$1.39M 0.05%
14,481
+191
315
$1.39M 0.05%
26,025
+7,689
316
$1.39M 0.05%
9,466
+30
317
$1.38M 0.05%
40,156
-4,282
318
$1.38M 0.05%
13,459
+6,770
319
$1.37M 0.05%
14,887
-310
320
$1.37M 0.05%
26,038
+16,383
321
$1.36M 0.05%
26,023
+617
322
$1.36M 0.05%
11,925
+305
323
$1.36M 0.05%
12,810
-2,248
324
$1.35M 0.05%
33,558
+250
325
$1.35M 0.05%
21,751
+88
11 12
13
14 15