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
751
$263K 0.01%
1,678
-49
752
$262K 0.01%
7,150
753
$261K 0.01%
+5,967
754
$261K 0.01%
17,849
-1,528
755
$260K 0.01%
9,881
-24
756
$260K 0.01%
7,673
+375
757
$260K 0.01%
13,104
+1,035
758
$258K 0.01%
5,554
-6,518
759
$258K 0.01%
+14,494
760
$257K 0.01%
19,975
-3,985
761
$257K 0.01%
+4,313
762
$256K 0.01%
16,914
+4,772
763
$256K 0.01%
+5,391
764
$256K 0.01%
7,271
+756
765
$255K 0.01%
3,395
-236
766
$255K 0.01%
1,655
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767
$254K 0.01%
13,044
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768
$253K 0.01%
+2,441
769
$253K 0.01%
19,919
+3,596
770
$253K 0.01%
254
-21
771
$253K 0.01%
+4,424
772
$252K 0.01%
1,051
-322
773
$252K 0.01%
2,779
-216
774
$252K 0.01%
10,832
-487
775
$251K 0.01%
+8,509
29 30
31
32 33