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
676
$320K 0.01%
+1,778
677
$320K 0.01%
20,465
-740
678
$319K 0.01%
+7,513
679
$318K 0.01%
+11,461
680
$318K 0.01%
2,087
+176
681
$315K 0.01%
+6,608
682
$315K 0.01%
2,516
+65
683
$315K 0.01%
+1,109
684
$314K 0.01%
2,994
-7,879
685
$314K 0.01%
765
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686
$313K 0.01%
+23,393
687
$313K 0.01%
2,106
-593
688
$313K 0.01%
+4,270
689
$312K 0.01%
10,683
+210
690
$312K 0.01%
+1,156
691
$312K 0.01%
23,857
+11,534
692
$311K 0.01%
6,675
+1,326
693
$311K 0.01%
+26,850
694
$310K 0.01%
+9,807
695
$307K 0.01%
7,374
-6,825
696
$307K 0.01%
1,786
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697
$307K 0.01%
11,046
-3,815
698
$306K 0.01%
+4,374
699
$304K 0.01%
+7,207
700
$303K 0.01%
+6,121
26 27
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29 30