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
826
$221K 0.01%
3,096
-6,023
827
$218K 0.01%
27,852
+16,112
828
$218K 0.01%
+18,960
829
$218K 0.01%
4,174
-1,854
830
$218K 0.01%
+3,721
831
$218K 0.01%
1,859
-3,266
832
$218K 0.01%
+4,019
833
$217K 0.01%
+6,204
834
$216K 0.01%
+7,500
835
$216K 0.01%
+5,251
836
$216K 0.01%
5,592
-6,438
837
$215K 0.01%
8,899
838
$214K 0.01%
13,453
-3,601
839
$214K 0.01%
5,343
-11,215
840
$213K 0.01%
+6,758
841
$213K 0.01%
+57,191
842
$213K 0.01%
+4,488
843
$213K 0.01%
22,067
+7,265
844
$212K 0.01%
12,340
+1,834
845
$212K 0.01%
+3,854
846
$212K 0.01%
+12,971
847
$211K 0.01%
+4,077
848
$211K 0.01%
698
-15
849
$210K 0.01%
655
-721
850
$209K 0.01%
+1,897
32 33
34
35 36