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
876
$194K 0.01%
+737
877
$191K 0.01%
55,307
+11,652
878
$181K 0.01%
15,809
+1,684
879
$179K 0.01%
12,887
+2,768
880
$176K 0.01%
+20,852
881
$176K 0.01%
39,773
+26,556
882
$176K 0.01%
+12,964
883
$176K 0.01%
13,149
+1,198
884
$173K 0.01%
40,239
-3,118
885
$172K 0.01%
91,412
+31,232
886
$171K 0.01%
3,011
-150
887
$164K 0.01%
24,875
+4,570
888
$162K 0.01%
63,656
+6,732
889
$162K 0.01%
+17,279
890
$159K 0.01%
12,578
+2,076
891
$157K 0.01%
22,308
+3,544
892
$157K 0.01%
+10,572
893
$154K 0.01%
10,397
-756
894
$147K 0.01%
+11,451
895
$141K 0.01%
11,993
+778
896
$139K 0.01%
10,827
+746
897
$135K 0.01%
19,393
+1,159
898
$135K 0.01%
12,233
+2,192
899
$134K 0.01%
41,685
+4,795
900
$124K 0.01%
+12,170
34 35
36
37 38