AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$821M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$96.4M
2
+$93M
3
+$26.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$20.4M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$18.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 3.07%
2 Healthcare 2.71%
3 Technology 2.32%
4 Energy 2.2%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.17%
+19,687
77
$1.39M 0.17%
+20,235
78
$1.39M 0.17%
+259,728
79
$1.39M 0.17%
+236,052
80
$1.39M 0.17%
+14,010
81
$1.35M 0.16%
+55,752
82
$1.34M 0.16%
+60,174
83
$1.32M 0.16%
+20,818
84
$1.29M 0.16%
+15,785
85
$1.28M 0.16%
+10,841
86
$1.24M 0.15%
+32,261
87
$1.23M 0.15%
+23,346
88
$1.22M 0.15%
+14,318
89
$1.21M 0.15%
+27,391
90
$1.19M 0.15%
+77,179
91
$1.17M 0.14%
+33,595
92
$1.14M 0.14%
+14,242
93
$1.11M 0.14%
+44,931
94
$1.11M 0.14%
+29,623
95
$1.07M 0.13%
+25,921
96
$1.05M 0.13%
+16,966
97
$1.04M 0.13%
+17,276
98
$1.02M 0.12%
+38,290
99
$1.02M 0.12%
+16,199
100
$1.01M 0.12%
+20,784
2 3
4
5 6