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
501
$560K 0.02%
5,629
+1,156
502
$559K 0.02%
30,297
+2,517
503
$559K 0.02%
5,604
+382
504
$558K 0.02%
38,047
-10,217
505
$554K 0.02%
3,861
-2,289
506
$554K 0.02%
8,418
-574
507
$551K 0.02%
14,004
+5,054
508
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+29,998
509
$547K 0.02%
9,822
-2,474
510
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45,577
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511
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512
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5,983
-431
513
$539K 0.02%
6,020
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514
$539K 0.02%
13,868
+5,532
515
$538K 0.02%
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516
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517
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518
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5,609
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519
$524K 0.02%
4,042
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520
$522K 0.02%
10,088
-3,773
521
$520K 0.02%
3,072
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522
$518K 0.02%
8,677
+677
523
$518K 0.02%
12,571
+1,488
524
$514K 0.02%
+1,133
525
$512K 0.02%
16,925
-16,704
19 20
21
22 23