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
351
$1.27M 0.05%
55,045
+5,760
352
$1.26M 0.04%
+41,794
353
$1.26M 0.04%
22,073
-3,873
354
$1.25M 0.04%
12,634
-1,791
355
$1.25M 0.04%
28,418
-919
356
$1.25M 0.04%
4
-5
357
$1.24M 0.04%
52,492
-2,794
358
$1.23M 0.04%
10,011
+2,588
359
$1.22M 0.04%
23,189
+4,776
360
$1.21M 0.04%
29,963
+25,149
361
$1.21M 0.04%
11,084
+119
362
$1.2M 0.04%
63,431
+2,612
363
$1.2M 0.04%
47,530
+5,120
364
$1.2M 0.04%
21,100
+1,493
365
$1.19M 0.04%
51,607
-5,894
366
$1.19M 0.04%
10,672
+2,350
367
$1.19M 0.04%
20,525
-1,714
368
$1.19M 0.04%
70,600
-1,650
369
$1.18M 0.04%
18,144
+218
370
$1.18M 0.04%
7,044
+584
371
$1.16M 0.04%
30,840
+2,467
372
$1.15M 0.04%
11,570
-143
373
$1.15M 0.04%
29,076
+13,440
374
$1.15M 0.04%
25,765
-550
375
$1.14M 0.04%
49,017
-15,527
13 14
15
16 17