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
651
$378K 0.01%
+13,945
652
$378K 0.01%
+18,438
653
$374K 0.01%
2,053
-146
654
$374K 0.01%
6,985
+46
655
$373K 0.01%
5,118
+26
656
$373K 0.01%
4,714
+384
657
$372K 0.01%
3,629
+413
658
$366K 0.01%
12,847
+493
659
$366K 0.01%
2,505
+52
660
$362K 0.01%
5,053
+189
661
$359K 0.01%
6,211
+18
662
$359K 0.01%
2,176
+68
663
$358K 0.01%
1,963
+255
664
$358K 0.01%
+15,753
665
$358K 0.01%
5,716
+2,377
666
$355K 0.01%
5,370
-37
667
$351K 0.01%
2,670
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668
$351K 0.01%
6,582
+368
669
$350K 0.01%
2,448
+159
670
$349K 0.01%
4,696
+112
671
$349K 0.01%
5,738
-53
672
$349K 0.01%
+6,178
673
$348K 0.01%
7,390
+2,054
674
$348K 0.01%
22,963
-305
675
$348K 0.01%
1,926
-77
25 26
27
28 29