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
551
$467K 0.02%
13,937
+1,128
552
$467K 0.02%
9,366
+2,207
553
$465K 0.02%
+5,043
554
$462K 0.02%
5,842
-122
555
$461K 0.02%
13,541
+1,644
556
$460K 0.02%
+11,020
557
$459K 0.02%
7,510
-1,590
558
$457K 0.02%
23,548
+4,605
559
$457K 0.02%
2,860
+131
560
$457K 0.02%
7,320
+1,850
561
$457K 0.02%
17,383
-34,682
562
$456K 0.02%
1,726
-1,454
563
$453K 0.02%
10,055
+28
564
$452K 0.02%
8,786
+19
565
$452K 0.02%
4,305
-293
566
$446K 0.02%
4,292
-1,172
567
$446K 0.02%
52,780
-29,965
568
$445K 0.02%
+4,458
569
$439K 0.02%
6,986
-1,593
570
$437K 0.02%
8,832
-1,237
571
$434K 0.02%
7,928
-572
572
$433K 0.02%
5,376
+823
573
$433K 0.02%
14,411
+488
574
$432K 0.02%
+8,093
575
$431K 0.02%
6,271
-1,166
21 22
23
24 25