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
426
$1M 0.04%
67,950
-8,003
427
$1M 0.04%
20,309
+305
428
$987K 0.04%
13,286
+1,217
429
$981K 0.04%
39,428
+496
430
$962K 0.03%
28,033
-371,077
431
$951K 0.03%
14,912
+481
432
$942K 0.03%
23,163
+797
433
$938K 0.03%
10,243
+6,803
434
$938K 0.03%
8,570
+122
435
$935K 0.03%
23,458
+1,075
436
$930K 0.03%
22,155
+475
437
$929K 0.03%
56,834
-12,354
438
$924K 0.03%
28,576
+1,466
439
$921K 0.03%
21,236
+1,231
440
$921K 0.03%
25,149
+745
441
$915K 0.03%
12,054
+3,321
442
$914K 0.03%
16,410
-533
443
$914K 0.03%
+4,380
444
$914K 0.03%
19,668
+714
445
$911K 0.03%
9,864
+188
446
$910K 0.03%
6,184
+292
447
$898K 0.03%
6,407
+775
448
$896K 0.03%
17,205
+462
449
$894K 0.03%
15,629
+6,840
450
$891K 0.03%
20,598
+24
16 17
18
19 20