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
851
$209K 0.01%
19,059
+2,826
852
$209K 0.01%
26,286
+729
853
$209K 0.01%
+6,715
854
$208K 0.01%
+11,617
855
$207K 0.01%
+5,274
856
$206K 0.01%
+954
857
$206K 0.01%
17,180
-17,840
858
$206K 0.01%
31,605
+121
859
$206K 0.01%
9,351
-1,492
860
$205K 0.01%
4,280
-55,585
861
$205K 0.01%
13,338
-26,644
862
$205K 0.01%
+1,486
863
$205K 0.01%
4,151
-1,800
864
$204K 0.01%
47,532
+33,485
865
$203K 0.01%
3,618
-205
866
$203K 0.01%
+1,519
867
$203K 0.01%
+4,309
868
$202K 0.01%
+3,725
869
$202K 0.01%
+2,437
870
$201K 0.01%
+2,146
871
$201K 0.01%
+5,710
872
$200K 0.01%
+1,678
873
$200K 0.01%
+5,431
874
$200K 0.01%
+2,249
875
$195K 0.01%
+19,440
33 34
35
36 37