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
476
$822K 0.03%
4,011
-441
477
$821K 0.03%
9,164
+210
478
$813K 0.03%
6,015
+264
479
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5,133
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480
$803K 0.03%
43,495
+5,026
481
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18,276
+2,219
482
$787K 0.03%
28,184
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483
$787K 0.03%
25,050
+2,900
484
$783K 0.03%
4,595
-55
485
$781K 0.03%
10,653
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486
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11,759
-856
487
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29,594
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488
$779K 0.03%
8,711
-106
489
$777K 0.03%
716
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490
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42,345
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$757K 0.03%
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3,476
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493
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40,589
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494
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20,765
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495
$754K 0.03%
7,923
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496
$749K 0.03%
12,478
+3,658
497
$744K 0.03%
2,763
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498
$735K 0.03%
31,821
-8,457
499
$734K 0.03%
7,980
+55
500
$732K 0.03%
5,063
+65
18 19
20
21 22