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
426
$758K 0.03%
8,886
+3,099
427
$755K 0.03%
5,380
-4,756
428
$752K 0.03%
14,546
+3,973
429
$739K 0.03%
+26,393
430
$731K 0.03%
21,742
+3,157
431
$728K 0.03%
9,012
-752
432
$727K 0.03%
15,792
+9,685
433
$725K 0.03%
+15,975
434
$723K 0.03%
+47,044
435
$721K 0.03%
1,945
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436
$721K 0.03%
10,420
-594
437
$721K 0.03%
17,455
-719
438
$718K 0.03%
+48,548
439
$714K 0.03%
+28,877
440
$706K 0.03%
21,972
+6,438
441
$704K 0.03%
47,832
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442
$703K 0.03%
16,948
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443
$697K 0.03%
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444
$696K 0.03%
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445
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8,194
-4,826
446
$690K 0.03%
10,812
-1,779
447
$687K 0.03%
6,860
-969
448
$686K 0.03%
24,175
-1,374
449
$685K 0.03%
18,861
+3,841
450
$683K 0.03%
8,215
+3,558
16 17
18
19 20