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
526
$636K 0.02%
3,769
-62
527
$634K 0.02%
3,848
+556
528
$633K 0.02%
11,157
-155
529
$631K 0.02%
4,070
-147
530
$628K 0.02%
9,827
+1,338
531
$627K 0.02%
11,328
-553
532
$625K 0.02%
20,624
+5,259
533
$625K 0.02%
11,571
-233
534
$625K 0.02%
7,848
+1,681
535
$623K 0.02%
10,692
+470
536
$623K 0.02%
6,850
+165
537
$619K 0.02%
+5,181
538
$618K 0.02%
18,118
+336
539
$613K 0.02%
20,423
+1,262
540
$612K 0.02%
24,347
-14
541
$601K 0.02%
9,569
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542
$596K 0.02%
22,668
+3,944
543
$596K 0.02%
6,743
-27
544
$595K 0.02%
16,491
+3,025
545
$593K 0.02%
19,291
-700
546
$592K 0.02%
24,639
-5
547
$591K 0.02%
+32,894
548
$575K 0.02%
9,052
-6,870
549
$575K 0.02%
6,555
+946
550
$573K 0.02%
6,366
-4,663
20 21
22
23 24