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
801
$236K 0.01%
7,868
-535
802
$236K 0.01%
1,124
-864
803
$235K 0.01%
+7,993
804
$235K 0.01%
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805
$235K 0.01%
6,110
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$234K 0.01%
+4,287
807
$234K 0.01%
20,096
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808
$233K 0.01%
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$233K 0.01%
10,445
+1,570
810
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22,900
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811
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812
$232K 0.01%
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813
$232K 0.01%
18,435
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814
$230K 0.01%
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815
$229K 0.01%
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816
$228K 0.01%
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817
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818
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819
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820
$226K 0.01%
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821
$224K 0.01%
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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