AI
Atria Investments Portfolio holdings
AUM
$8.47B
1-Year Return
17.45%
This Quarter Return
+6.76%
1 Year Return
+17.45%
3 Year Return
+62.94%
5 Year Return
+103.24%
10 Year Return
+229.32%
AUM
$5.18B
AUM Growth
+$664M
(+15%)
Cap. Flow
+$396M
Cap. Flow
% of AUM
7.64%
Top 10 Holdings %
Top 10 Hldgs %
18.7%
Holding
798
New
96
Increased
475
Reduced
189
Closed
37
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$98.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$55.3M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$20M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$17.1M |
| 5 |
iShares Global Financials ETF
IXG
|
$12.4M |
Top Sells
Sector Composition
| 1 | Technology | 11.61% |
| 2 | Financials | 6.5% |
| 3 | Healthcare | 6.44% |
| 4 | Consumer Discretionary | 5.3% |
| 5 | Industrials | 4.74% |
