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
401
$834K 0.04%
3,391
+1,419
402
$833K 0.04%
6,716
+249
403
$829K 0.04%
5,189
+107
404
$826K 0.04%
+7,299
405
$822K 0.03%
15,921
+10,468
406
$820K 0.03%
+17,701
407
$820K 0.03%
25,226
+15,497
408
$820K 0.03%
16,924
-42,445
409
$816K 0.03%
7,563
-244
410
$815K 0.03%
1,606
+76
411
$814K 0.03%
17,448
+798
412
$811K 0.03%
8,160
-1,108
413
$810K 0.03%
10,677
+2,233
414
$808K 0.03%
8,602
+1,026
415
$804K 0.03%
+15,738
416
$799K 0.03%
24,306
-21,098
417
$792K 0.03%
19,566
-2,130
418
$789K 0.03%
4,108
+636
419
$788K 0.03%
25,377
-107
420
$773K 0.03%
54,400
+24,550
421
$773K 0.03%
4,266
-932
422
$773K 0.03%
23,082
+1,457
423
$768K 0.03%
9,622
+895
424
$766K 0.03%
14,762
+3,689
425
$759K 0.03%
3,815
+655
15 16
17
18 19