We are live on ! Find out more
AI

Atria Investments Portfolio holdings

AUM $8.94B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$20.6M
2
+$13.5M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$11M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.47M

Top Sells

1
+$13M
2
+$12.7M
3
+$8.25M
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
876
– –
-1,344
877
– –
-3,307
878
– –
-4,302
879
– –
-13,999
880
– –
-12,224
881
– –
-40,640
882
– –
-32,274
883
– –
-11,656
884
– –
-41,472
885
– –
-11,505
886
– –
-4,020
887
– –
-9,814
888
– –
-40,600
889
– –
-39,372
890
– –
-4,334
891
– –
-2,794
892
– –
-4,466
893
– –
-21,450
894
– –
-30,651
895
– –
-1,919
896
– –
-17,402
897
– –
-4,953
898
– –
-9,703
899
– –
-6,548
900
– –
-13,200
34 35
36
37 38