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
751
$269K 0.01%
4,592
-43
752
$268K 0.01%
2,357
-147
753
$268K 0.01%
10,032
+1,329
754
$267K 0.01%
23,294
+452
755
$266K 0.01%
43,107
+128
756
$264K 0.01%
18,243
-115
757
$259K 0.01%
4,292
-1,253
758
$259K 0.01%
6,852
+522
759
$259K 0.01%
935
+107
760
$259K 0.01%
5,394
-595
761
$258K 0.01%
+6,115
762
$258K 0.01%
+3,548
763
$258K 0.01%
3,422
+793
764
$258K 0.01%
1,156
+19
765
$257K 0.01%
+2,809
766
$256K 0.01%
4,114
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767
$256K 0.01%
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768
$255K 0.01%
8,378
-1,721
769
$253K 0.01%
+5,230
770
$253K 0.01%
10,991
-1,326
771
$252K 0.01%
+4,131
772
$252K 0.01%
9,109
-660
773
$251K 0.01%
14,535
+695
774
$251K 0.01%
5,264
-810
775
$249K 0.01%
8,399
29 30
31
32 33