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
701
$301K 0.01%
+4,919
702
$300K 0.01%
+8,756
703
$300K 0.01%
5,892
+1,320
704
$298K 0.01%
9,754
-182
705
$297K 0.01%
+11,568
706
$297K 0.01%
17,871
+7,069
707
$297K 0.01%
+4,777
708
$297K 0.01%
2,197
-154
709
$296K 0.01%
2,997
-8,467
710
$295K 0.01%
10,561
+1,429
711
$294K 0.01%
+4,991
712
$292K 0.01%
18,136
-820
713
$291K 0.01%
+9,185
714
$291K 0.01%
20,079
-66,534
715
$291K 0.01%
+12,195
716
$289K 0.01%
1,753
+289
717
$288K 0.01%
+5,240
718
$285K 0.01%
15,353
+52
719
$285K 0.01%
+3,779
720
$284K 0.01%
4,420
+11
721
$283K 0.01%
3,778
-3,798
722
$282K 0.01%
5,211
+12
723
$281K 0.01%
+3,575
724
$280K 0.01%
22,207
725
$280K 0.01%
+4,626
27 28
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