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
501
$724K 0.03%
18,718
+12,940
502
$723K 0.03%
19,641
-29
503
$721K 0.03%
17,287
+7,967
504
$720K 0.03%
16,797
+1,573
505
$708K 0.03%
10,255
+1,366
506
$706K 0.03%
3,405
+30
507
$703K 0.03%
5,296
-8,840
508
$700K 0.02%
1,676
+599
509
$694K 0.02%
8,519
-496
510
$689K 0.02%
20,488
+1,044
511
$686K 0.02%
9,332
+488
512
$677K 0.02%
33,960
-3,111
513
$674K 0.02%
11,319
-746
514
$674K 0.02%
16,363
-2,663
515
$673K 0.02%
13,477
+501
516
$673K 0.02%
8,717
+615
517
$671K 0.02%
15,096
+284
518
$666K 0.02%
10,937
+2,287
519
$656K 0.02%
21,331
+1,479
520
$646K 0.02%
5,203
-506
521
$644K 0.02%
19,409
+474
522
$642K 0.02%
5,507
+221
523
$641K 0.02%
18,858
-444
524
$640K 0.02%
11,926
+3,391
525
$639K 0.02%
4,430
+238
19 20
21
22 23