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
801
$232K 0.01%
5,521
-3,868
802
$232K 0.01%
+11,405
803
$228K 0.01%
7,500
804
$228K 0.01%
2,134
+110
805
$227K 0.01%
2,516
+113
806
$226K 0.01%
3,048
-501
807
$226K 0.01%
3,407
-66
808
$225K 0.01%
18,435
809
$224K 0.01%
3,964
-1,628
810
$223K 0.01%
3,936
-2,680
811
$223K 0.01%
6,382
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812
$222K 0.01%
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813
$221K 0.01%
3,688
-1,092
814
$221K 0.01%
4,874
-249
815
$220K 0.01%
3,628
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816
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817
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818
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5,539
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8,943
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820
$216K 0.01%
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821
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+2,804
822
$216K 0.01%
5,276
+1
823
$215K 0.01%
2,228
-1,599
824
$215K 0.01%
11,175
-29
825
$214K 0.01%
2,398
-74
31 32
33
34 35