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
451
$885K 0.03%
18,056
+1,083
452
$883K 0.03%
19,184
+246
453
$882K 0.03%
28,417
-228
454
$879K 0.03%
14,940
-3,071
455
$878K 0.03%
32,790
-38,490
456
$872K 0.03%
30,081
+1,134
457
$870K 0.03%
20,389
+377
458
$868K 0.03%
4,834
+8
459
$866K 0.03%
6,129
+3,112
460
$865K 0.03%
16,402
+213
461
$863K 0.03%
18,863
-171
462
$863K 0.03%
4,725
+918
463
$855K 0.03%
5,406
+2,147
464
$854K 0.03%
6,655
+294
465
$852K 0.03%
4,516
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466
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24,493
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467
$849K 0.03%
6,504
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468
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6,880
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469
$847K 0.03%
2,954
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470
$846K 0.03%
10,297
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471
$842K 0.03%
2,834
-79
472
$841K 0.03%
4,671
-396
473
$838K 0.03%
6,289
-535
474
$833K 0.03%
28,151
+13,785
475
$832K 0.03%
28,300
+511
17 18
19
20 21