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
326
$1.34M 0.05%
18,236
+11
327
$1.34M 0.05%
14,381
+262
328
$1.33M 0.05%
6,027
+146
329
$1.33M 0.05%
8,792
+4,576
330
$1.32M 0.05%
72,492
-1,515
331
$1.32M 0.05%
14,693
+12,179
332
$1.31M 0.05%
36,818
+4,597
333
$1.31M 0.05%
13,889
-2,123
334
$1.31M 0.05%
21,186
-6,489
335
$1.31M 0.05%
85,045
-3,185
336
$1.3M 0.05%
22,514
-3,055
337
$1.3M 0.05%
22,532
-2,512
338
$1.3M 0.05%
123,680
+34,376
339
$1.3M 0.05%
17,579
-1,401
340
$1.3M 0.05%
10,259
+104
341
$1.29M 0.05%
69,176
-3,958
342
$1.29M 0.05%
86,336
+2,416
343
$1.29M 0.05%
7,608
-1,123
344
$1.28M 0.05%
5,231
+436
345
$1.28M 0.05%
14,697
-496
346
$1.28M 0.05%
9,301
-83
347
$1.27M 0.05%
22,330
-8,518
348
$1.27M 0.05%
138,843
-16,775
349
$1.27M 0.05%
5,456
-462
350
$1.27M 0.05%
26,534
+2,539
12 13
14
15 16