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
551
$567K 0.02%
6,081
-1,228
552
$552K 0.02%
2,236
-246
553
$551K 0.02%
14,230
-322
554
$550K 0.02%
3,665
-1,341
555
$548K 0.02%
2,594
+523
556
$548K 0.02%
101,242
+15,701
557
$539K 0.02%
6,058
-625
558
$538K 0.02%
3,199
-682
559
$533K 0.02%
14,439
+36
560
$531K 0.02%
37,197
-1,216
561
$531K 0.02%
5,178
+76
562
$526K 0.02%
12,680
+73
563
$523K 0.02%
5,042
+203
564
$519K 0.02%
29,943
+5,088
565
$519K 0.02%
25,920
+4,749
566
$517K 0.02%
24,698
+4,403
567
$517K 0.02%
6,378
+507
568
$516K 0.02%
28,125
+5,337
569
$515K 0.02%
3,893
-523
570
$515K 0.02%
29,540
-572
571
$513K 0.02%
4,562
+1,382
572
$513K 0.02%
27,918
-1,636
573
$506K 0.02%
12,565
574
$504K 0.02%
4,276
-44
575
$502K 0.02%
+2,603
21 22
23
24 25