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
776
$251K 0.01%
+5,978
777
$250K 0.01%
+8,507
778
$250K 0.01%
4,896
-316
779
$250K 0.01%
+60,826
780
$249K 0.01%
14,216
+36
781
$249K 0.01%
+13,406
782
$247K 0.01%
8,954
-572
783
$247K 0.01%
+1,488
784
$247K 0.01%
13,526
-321
785
$247K 0.01%
4,533
-976
786
$246K 0.01%
18,281
+2,330
787
$246K 0.01%
+8,900
788
$246K 0.01%
4,631
+141
789
$245K 0.01%
3,095
-1,660
790
$243K 0.01%
17,471
+1,054
791
$242K 0.01%
+25,858
792
$242K 0.01%
42,907
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793
$241K 0.01%
2,715
-246
794
$240K 0.01%
9,397
-6,326
795
$239K 0.01%
3,518
-704
796
$239K 0.01%
+4,826
797
$239K 0.01%
+18,348
798
$237K 0.01%
+339
799
$236K 0.01%
+3,294
800
$236K 0.01%
+3,924
30 31
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