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
726
$280K 0.01%
+12,114
727
$279K 0.01%
3,926
-659
728
$279K 0.01%
14,320
+1,377
729
$278K 0.01%
11,180
+290
730
$278K 0.01%
+17,642
731
$278K 0.01%
+2,092
732
$277K 0.01%
2,038
-12
733
$277K 0.01%
11,938
-5,598
734
$276K 0.01%
+10,421
735
$275K 0.01%
+135
736
$275K 0.01%
1,979
-2,012
737
$275K 0.01%
+1,779
738
$274K 0.01%
58,220
-57,060
739
$274K 0.01%
7,661
-19
740
$273K 0.01%
150,003
+13,768
741
$272K 0.01%
14,841
+3,546
742
$272K 0.01%
8,990
-1,480
743
$269K 0.01%
14,554
+1,840
744
$267K 0.01%
1,005
-6,276
745
$267K 0.01%
+2,016
746
$266K 0.01%
21,346
-786
747
$265K 0.01%
6,624
-6,663
748
$265K 0.01%
7,379
-582
749
$263K 0.01%
5,372
+211
750
$263K 0.01%
7,245
-240
28 29
30
31 32