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
376
$1.14M 0.04%
9,156
-964
377
$1.14M 0.04%
1,615
-156
378
$1.14M 0.04%
10,088
-1,905
379
$1.14M 0.04%
59,976
-8,179
380
$1.14M 0.04%
50,207
-4,534
381
$1.13M 0.04%
79,611
-15,728
382
$1.13M 0.04%
68,681
-11,834
383
$1.13M 0.04%
52,246
-4,380
384
$1.13M 0.04%
8,730
-113
385
$1.12M 0.04%
13,856
-229
386
$1.12M 0.04%
30,923
-3,594
387
$1.12M 0.04%
21,392
+80
388
$1.12M 0.04%
+18,986
389
$1.12M 0.04%
18,483
-5,927
390
$1.12M 0.04%
22,228
-1,836
391
$1.12M 0.04%
79,024
+3,985
392
$1.11M 0.04%
34,398
-450
393
$1.11M 0.04%
11,103
+490
394
$1.11M 0.04%
13,990
-2,284
395
$1.11M 0.04%
65,504
+610
396
$1.1M 0.04%
95,453
-13,638
397
$1.1M 0.04%
14,334
-1,435
398
$1.1M 0.04%
10,768
-1,369
399
$1.1M 0.04%
5,666
+190
400
$1.1M 0.04%
11,287
+103
14 15
16
17 18