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
401
$1.09M 0.04%
46,516
-8,985
402
$1.08M 0.04%
20,980
+444
403
$1.08M 0.04%
21,470
+3,115
404
$1.07M 0.04%
10,900
+2,394
405
$1.06M 0.04%
7,312
-757
406
$1.06M 0.04%
10,656
+8,314
407
$1.06M 0.04%
25,955
-6,487
408
$1.06M 0.04%
12,109
-1,105
409
$1.06M 0.04%
14,341
+1,576
410
$1.06M 0.04%
15,693
+1,011
411
$1.05M 0.04%
7,146
-971
412
$1.05M 0.04%
11,977
-1,913
413
$1.05M 0.04%
67,813
+3,450
414
$1.05M 0.04%
13,511
+1,352
415
$1.05M 0.04%
26,911
-1,245
416
$1.05M 0.04%
9,543
-11,191
417
$1.05M 0.04%
13,724
+33
418
$1.03M 0.04%
33,130
+1,100
419
$1.03M 0.04%
22,348
+1,256
420
$1.03M 0.04%
42,772
+1,007
421
$1.03M 0.04%
24,145
+1,749
422
$1.02M 0.04%
11,219
-433
423
$1.02M 0.04%
23,847
+77
424
$1.01M 0.04%
21,201
+2,039
425
$1M 0.04%
67,039
-7,990
15 16
17
18 19