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
601
$470K 0.02%
1,936
+18
602
$468K 0.02%
14,504
-13
603
$467K 0.02%
1,778
+627
604
$466K 0.02%
8,472
-656
605
$464K 0.02%
+3,274
606
$463K 0.02%
+3,200
607
$459K 0.02%
18,038
-66,824
608
$456K 0.02%
4,480
-83
609
$456K 0.02%
28,424
-6,600
610
$455K 0.02%
2,254
-14
611
$455K 0.02%
6,398
+510
612
$452K 0.02%
2,802
+1,044
613
$452K 0.02%
17,515
+140
614
$451K 0.02%
32,573
+2,930
615
$444K 0.02%
+3,294
616
$442K 0.02%
2,911
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617
$438K 0.02%
10,114
+3,333
618
$438K 0.02%
3,514
-565
619
$434K 0.02%
2,094
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620
$432K 0.02%
9,685
-1,785
621
$428K 0.02%
4,899
+490
622
$425K 0.02%
3,790
+262
623
$421K 0.02%
14,494
+1,170
624
$420K 0.02%
13,545
+3,961
625
$419K 0.01%
4,902
+111
23 24
25
26 27