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
526
$510K 0.02%
16,435
527
$509K 0.02%
15,649
+6,790
528
$509K 0.02%
11,469
-736
529
$509K 0.02%
19,474
+1,182
530
$509K 0.02%
16,052
+1,789
531
$508K 0.02%
15,229
-29,568
532
$507K 0.02%
15,852
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533
$506K 0.02%
9,503
+1,230
534
$504K 0.02%
4,471
-70,031
535
$504K 0.02%
25,795
+7,570
536
$496K 0.02%
25,554
+7,350
537
$493K 0.02%
13,626
+7,681
538
$486K 0.02%
15,825
+6,487
539
$484K 0.02%
9,873
-8,932
540
$479K 0.02%
25,678
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541
$478K 0.02%
52,050
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542
$478K 0.02%
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543
$478K 0.02%
2,724
+1,086
544
$477K 0.02%
4,049
-673
545
$477K 0.02%
30,887
+6,047
546
$477K 0.02%
2,310
-337
547
$473K 0.02%
12,803
-14,567
548
$473K 0.02%
+1,880
549
$472K 0.02%
3,789
-623
550
$471K 0.02%
3,240
-2,338
20 21
22
23 24