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
$4.52B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$23M
3
+$22.9M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$19.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$19M

Top Sells

1
+$41.5M
2
+$27.8M
3
+$19.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$18.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.1M

Sector Composition

1 Technology 11.62%
2 Financials 6.39%
3 Healthcare 6.37%
4 Consumer Discretionary 5.37%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.17M 0.05%
23,216
+2,007
427
$2.17M 0.05%
16,375
-1,252
428
$2.17M 0.05%
52,697
-7,172
429
$2.15M 0.05%
42,004
+2,623
430
$2.15M 0.05%
51,807
+4,917
431
$2.14M 0.05%
25,294
+3,534
432
$2.12M 0.05%
22,621
+4,806
433
$2.11M 0.05%
67,480
+22,540
434
$2.1M 0.05%
82,119
-11,306
435
$2.09M 0.05%
13,779
+1,272
436
$2.08M 0.05%
19,427
+2,075
437
$2.08M 0.05%
8,555
-19,139
438
$2.08M 0.05%
+18,852
439
$2.06M 0.05%
59,388
+12,921
440
$2.06M 0.05%
13,595
+956
441
$2.06M 0.05%
4,211
-7,725
442
$2.06M 0.05%
24,668
-34,203
443
$2.05M 0.05%
33,708
+17
444
$2.04M 0.05%
14,923
+443
445
$2.04M 0.05%
62,665
-48,926
446
$2.03M 0.05%
55,233
+5,201
447
$2.03M 0.05%
17,746
-6,858
448
$2.03M 0.04%
11,122
+582
449
$2.03M 0.04%
9,682
+2,778
450
$2.02M 0.04%
33,241
+1,589
16 17
18
19 20