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
351
$1.02M 0.04%
+90,153
352
$1.02M 0.04%
11,131
+3,427
353
$1.02M 0.04%
+11,388
354
$1.01M 0.04%
24,565
+4,185
355
$1.01M 0.04%
19,077
+782
356
$1.01M 0.04%
+12,045
357
$1M 0.04%
16,155
+10,507
358
$1M 0.04%
+8,165
359
$1M 0.04%
21,628
-51,581
360
$994K 0.04%
15,291
+2,592
361
$991K 0.04%
+15,351
362
$988K 0.04%
7,807
-1,377
363
$988K 0.04%
9,719
+3,158
364
$985K 0.04%
+15,316
365
$985K 0.04%
30,884
+13,391
366
$982K 0.04%
6,001
-6,383
367
$972K 0.04%
11,559
+2,976
368
$967K 0.04%
58,103
+9,605
369
$966K 0.04%
5,253
-204
370
$961K 0.04%
+49,529
371
$960K 0.04%
3,867
+1,738
372
$958K 0.04%
27,754
+248
373
$958K 0.04%
12,940
-4,036
374
$950K 0.04%
34,496
+12,304
375
$944K 0.04%
45,690
+12,190
13 14
15
16 17