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
51
$10.8M 0.39%
124,980
+20
52
$10.7M 0.38%
188,079
-9,485
53
$10.6M 0.38%
76,653
+8,116
54
$10.6M 0.38%
131,417
+11,634
55
$10.5M 0.37%
92,576
+8,906
56
$10.3M 0.37%
79,997
+3,845
57
$10.3M 0.37%
81,192
+11,603
58
$10.2M 0.37%
207,319
+20,136
59
$10.2M 0.36%
87,756
+7,806
60
$10.1M 0.36%
65,920
+5,830
61
$10.1M 0.36%
58,869
+7,435
62
$9.94M 0.35%
62,505
+10,095
63
$9.92M 0.35%
184,708
-72,447
64
$9.79M 0.35%
116,951
+3,450
65
$9.7M 0.35%
240,876
+12,139
66
$9.07M 0.32%
69,633
+12,547
67
$9.06M 0.32%
100,507
-4,321
68
$8.99M 0.32%
147,180
+2,380
69
$8.96M 0.32%
76,115
+18,610
70
$8.77M 0.31%
45,606
+754
71
$8.41M 0.3%
39,195
+7,110
72
$8.33M 0.3%
298,540
+24,106
73
$8.07M 0.29%
80,422
+36,913
74
$7.92M 0.28%
153,226
-163
75
$7.91M 0.28%
98,459
+2,661
1 2
3
4 5