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
826
$213K 0.01%
6,600
+21
827
$213K 0.01%
11,155
-62
828
$213K 0.01%
2,702
-14
829
$213K 0.01%
+9,685
830
$212K 0.01%
2,253
-44
831
$212K 0.01%
+1,085
832
$211K 0.01%
4,660
-211
833
$211K 0.01%
+446
834
$210K 0.01%
1,692
+18
835
$209K 0.01%
+3,144
836
$209K 0.01%
+4,099
837
$209K 0.01%
4,445
+421
838
$207K 0.01%
2,217
-126
839
$206K 0.01%
+1,032
840
$206K 0.01%
31,241
-331
841
$206K 0.01%
4,315
+581
842
$206K 0.01%
+4,909
843
$205K 0.01%
1,241
-404
844
$204K 0.01%
2,315
-23
845
$204K 0.01%
+3,510
846
$203K 0.01%
3,016
-359
847
$202K 0.01%
+3,068
848
$201K 0.01%
2,650
-250
849
$201K 0.01%
+5,078
850
$200K 0.01%
4,501
-3,530
32 33
34
35 36