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
626
$419K 0.01%
20,904
-129
627
$412K 0.01%
3,003
-179
628
$408K 0.01%
7,134
+157
629
$407K 0.01%
6,311
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630
$406K 0.01%
8,503
-645
631
$406K 0.01%
12,264
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632
$406K 0.01%
16,403
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633
$406K 0.01%
27,248
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634
$405K 0.01%
17,235
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635
$402K 0.01%
1,357
-217
636
$402K 0.01%
13,210
637
$401K 0.01%
+5,694
638
$400K 0.01%
29,845
+2,980
639
$399K 0.01%
7,782
+61
640
$397K 0.01%
5,773
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641
$393K 0.01%
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642
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643
$391K 0.01%
23,960
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644
$391K 0.01%
2,859
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645
$388K 0.01%
13,904
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646
$387K 0.01%
4,956
-2,958
647
$387K 0.01%
6,886
-384
648
$385K 0.01%
7,282
+1,350
649
$385K 0.01%
3,229
-1,252
650
$378K 0.01%
1,390
-335
24 25
26
27 28