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
801
$236K 0.01%
+3,294
802
$236K 0.01%
+3,924
803
$235K 0.01%
+7,993
804
$235K 0.01%
9,968
+482
805
$235K 0.01%
6,110
-656
806
$234K 0.01%
+4,287
807
$234K 0.01%
20,096
+4,838
808
$233K 0.01%
1,277
-801
809
$233K 0.01%
10,445
+1,570
810
$232K 0.01%
22,900
+3,980
811
$232K 0.01%
+4,081
812
$232K 0.01%
+3,895
813
$232K 0.01%
18,435
+4
814
$230K 0.01%
+4,238
815
$229K 0.01%
+2,856
816
$228K 0.01%
+5,928
817
$227K 0.01%
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818
$227K 0.01%
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819
$227K 0.01%
3,748
-113
820
$226K 0.01%
+4,580
821
$224K 0.01%
+8,072
822
$223K 0.01%
+5,828
823
$223K 0.01%
+3,667
824
$222K 0.01%
+6,463
825
$221K 0.01%
+12,786
31 32
33
34 35