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
926
– –
-1,070
927
– –
-11,453
928
– –
-8,004
929
– –
-15,107
930
– –
-9,352
931
– –
-1,974
932
– –
-58,848
933
– –
-4,157
934
– –
-69,988
935
– –
-11,716
936
– –
-1,921
937
– –
-41,176
938
– –
-6,224
939
– –
-3,342
940
– –
-12,758
941
– –
-6,131
942
– –
-12,806
943
– –
-738
944
– –
-18,381
945
– –
-6,226
946
– –
-57,775
947
– –
-12,420
948
– –
-8,184
949
– –
-1,831
950
– –
-13,196
36 37
38
39 40