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
726
$291K 0.01%
+2,720
727
$290K 0.01%
+6,750
728
$290K 0.01%
13,842
-96
729
$290K 0.01%
+11,094
730
$288K 0.01%
5,304
-13,336
731
$287K 0.01%
2,132
-791
732
$287K 0.01%
6,972
-288
733
$286K 0.01%
4,963
+345
734
$286K 0.01%
6,809
735
$285K 0.01%
5,048
-1,558
736
$285K 0.01%
6,641
+2,045
737
$285K 0.01%
6,510
+636
738
$282K 0.01%
2,239
-389
739
$279K 0.01%
10,932
+839
740
$279K 0.01%
59,382
+26,255
741
$277K 0.01%
1,824
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742
$277K 0.01%
5,608
743
$277K 0.01%
6,019
-320
744
$277K 0.01%
18,255
-412
745
$277K 0.01%
6,915
+343
746
$275K 0.01%
+3,438
747
$275K 0.01%
4,257
+521
748
$273K 0.01%
7,993
-1,783
749
$272K 0.01%
2,775
-1,536
750
$270K 0.01%
3,130
-4,607
28 29
30
31 32