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
576
$502K 0.02%
2,966
-489
577
$501K 0.02%
5,019
-371
578
$500K 0.02%
15,656
+364
579
$500K 0.02%
18,771
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580
$498K 0.02%
24,516
-200
581
$495K 0.02%
4,333
+422
582
$493K 0.02%
20,795
+480
583
$493K 0.02%
12,020
-1,288
584
$489K 0.02%
16,264
+1,220
585
$488K 0.02%
6,591
+369
586
$488K 0.02%
26,010
+2,800
587
$486K 0.02%
21,824
-26
588
$483K 0.02%
16,278
-1,490
589
$481K 0.02%
8,305
-1,186
590
$481K 0.02%
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591
$477K 0.02%
13,276
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11,911
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593
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8,036
-2,015
594
$476K 0.02%
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595
$473K 0.02%
4,958
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596
$472K 0.02%
12,660
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597
$472K 0.02%
+5,046
598
$471K 0.02%
8,877
-1,166
599
$470K 0.02%
7,701
-102
600
$470K 0.02%
26,367
-924
22 23
24
25 26