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
651
$342K 0.01%
+6,264
652
$341K 0.01%
+2,659
653
$340K 0.01%
5,820
+425
654
$339K 0.01%
+5,753
655
$338K 0.01%
8,590
+874
656
$335K 0.01%
+3,846
657
$335K 0.01%
7,883
+1,477
658
$335K 0.01%
5,255
-8,794
659
$334K 0.01%
3,355
-478
660
$334K 0.01%
5,002
+584
661
$332K 0.01%
2,895
-6,725
662
$331K 0.01%
+10,256
663
$331K 0.01%
5,193
-5,663
664
$330K 0.01%
11,099
+1,836
665
$329K 0.01%
5,924
+860
666
$329K 0.01%
1,996
-1,982
667
$329K 0.01%
6,794
+694
668
$328K 0.01%
12,989
+3,524
669
$327K 0.01%
5,427
-13
670
$324K 0.01%
2,039
-173
671
$324K 0.01%
6,458
-19,177
672
$323K 0.01%
6,364
+1,303
673
$322K 0.01%
76,631
+9,775
674
$320K 0.01%
+6,809
675
$320K 0.01%
16,860
-9,123
25 26
27
28 29