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
676
$346K 0.01%
4,050
-14
677
$344K 0.01%
1,777
-105
678
$342K 0.01%
6,324
+471
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$340K 0.01%
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$340K 0.01%
12,020
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681
$340K 0.01%
653
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$339K 0.01%
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683
$338K 0.01%
3,931
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684
$337K 0.01%
817
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685
$337K 0.01%
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686
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687
$333K 0.01%
3,652
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688
$332K 0.01%
885
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$332K 0.01%
3,260
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690
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$328K 0.01%
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695
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3,307
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696
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13,154
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697
$322K 0.01%
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698
$321K 0.01%
10,722
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699
$321K 0.01%
3,788
-103
700
$320K 0.01%
11,063
-1,667
26 27
28
29 30