AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$192M
2
+$47.6M
3
+$40.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$39.4M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$30.6M

Top Sells

1
+$141M
2
+$87.1M
3
+$78.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$51.9M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$39.3M

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
776
$251K 0.01%
+5,978
777
$250K 0.01%
+8,507
778
$250K 0.01%
4,896
-316
779
$250K 0.01%
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780
$249K 0.01%
14,216
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781
$249K 0.01%
+13,406
782
$247K 0.01%
8,954
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783
$247K 0.01%
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784
$247K 0.01%
13,526
-321
785
$247K 0.01%
4,533
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786
$246K 0.01%
18,281
+2,330
787
$246K 0.01%
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788
$246K 0.01%
4,631
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789
$245K 0.01%
3,095
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790
$243K 0.01%
17,471
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791
$242K 0.01%
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42,907
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$240K 0.01%
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796
$239K 0.01%
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798
$237K 0.01%
+339
799
$236K 0.01%
7,868
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$236K 0.01%
1,124
-864
30 31
32
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