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
626
$361K 0.02%
2,062
-49
627
$361K 0.02%
19,859
+3,411
628
$361K 0.02%
8,031
+1,232
629
$360K 0.02%
+13,190
630
$358K 0.02%
10,749
+157
631
$358K 0.02%
6,674
-183,453
632
$356K 0.02%
4,953
+1,462
633
$355K 0.02%
2,961
-2,893
634
$355K 0.02%
6,118
-8,165
635
$353K 0.01%
15,076
-5,432
636
$351K 0.01%
2,671
+661
637
$350K 0.01%
+8,782
638
$347K 0.01%
6,388
-2,701
639
$347K 0.01%
1,661
+92
640
$347K 0.01%
12,079
-18,473
641
$347K 0.01%
+13,173
642
$346K 0.01%
10,696
-196
643
$346K 0.01%
+3,667
644
$346K 0.01%
10,083
+971
645
$345K 0.01%
14,653
+1,232
646
$344K 0.01%
74,161
+8,858
647
$344K 0.01%
2,889
+963
648
$344K 0.01%
3,960
-1,913
649
$343K 0.01%
2,744
+110
650
$343K 0.01%
6,502
-4,869
24 25
26
27 28