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
701
$318K 0.01%
10,354
+505
702
$318K 0.01%
13,623
+482
703
$315K 0.01%
3,869
+659
704
$311K 0.01%
+3,970
705
$311K 0.01%
+2,154
706
$310K 0.01%
4,683
-161
707
$309K 0.01%
8,127
-385
708
$309K 0.01%
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709
$309K 0.01%
1,498
-270
710
$308K 0.01%
13,281
-593
711
$307K 0.01%
6,108
+1,827
712
$307K 0.01%
11,413
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713
$304K 0.01%
+7,757
714
$297K 0.01%
5,429
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715
$297K 0.01%
+3,384
716
$296K 0.01%
4,559
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717
$295K 0.01%
22,207
718
$295K 0.01%
4,449
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719
$295K 0.01%
4,249
-1,737
720
$295K 0.01%
9,189
-5,877
721
$294K 0.01%
2,096
+71
722
$294K 0.01%
14,751
+180
723
$293K 0.01%
+911
724
$292K 0.01%
6,288
-40
725
$291K 0.01%
2,380
+128
27 28
29
30 31