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
601
$398K 0.02%
18,559
+6,557
602
$398K 0.02%
6,832
-9,890
603
$394K 0.02%
9,946
+2,454
604
$394K 0.02%
+9,825
605
$393K 0.02%
1,996
-8,353
606
$388K 0.02%
3,675
-428
607
$388K 0.02%
8,430
+2,100
608
$386K 0.02%
3,161
-1,040
609
$385K 0.02%
+2,984
610
$381K 0.02%
+1,097
611
$380K 0.02%
12,752
-604
612
$378K 0.02%
9,942
-15,594
613
$375K 0.02%
+4,536
614
$375K 0.02%
18,920
-2,760
615
$375K 0.02%
3,169
+302
616
$374K 0.02%
10,153
+3,145
617
$373K 0.02%
+7,745
618
$370K 0.02%
+7,443
619
$369K 0.02%
+8,568
620
$368K 0.02%
11,273
+1,593
621
$366K 0.02%
4,208
-723
622
$365K 0.02%
4,764
-921
623
$363K 0.02%
9,426
+363
624
$363K 0.02%
+17,808
625
$361K 0.02%
18,876
+438
23 24
25
26 27