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
776
$249K 0.01%
2,112
+57
777
$248K 0.01%
+1,623
778
$248K 0.01%
6,076
+91
779
$248K 0.01%
1,625
-283
780
$247K 0.01%
9,791
-237
781
$247K 0.01%
7,821
-1,222
782
$246K 0.01%
3,486
+454
783
$246K 0.01%
1,581
+51
784
$245K 0.01%
2,899
+134
785
$245K 0.01%
1,953
-211
786
$244K 0.01%
+4,797
787
$242K 0.01%
8,842
+135
788
$241K 0.01%
12,880
-320
789
$240K 0.01%
+1,463
790
$239K 0.01%
3,932
+67
791
$239K 0.01%
18,138
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792
$238K 0.01%
15,015
-535
793
$238K 0.01%
+3,663
794
$237K 0.01%
+1,863
795
$236K 0.01%
8,976
-2,144
796
$235K 0.01%
+3,960
797
$235K 0.01%
+3,762
798
$234K 0.01%
1,566
-50
799
$234K 0.01%
+3,195
800
$233K 0.01%
15,858
+25
30 31
32
33 34