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
$2.81B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$13.6M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$11.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.32M
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
76
$7.91M 0.28%
65,971
+1,504
77
$7.71M 0.27%
64,652
-6,078
78
$7.62M 0.27%
19,539
+3,246
79
$7.59M 0.27%
74,662
-13,631
80
$7.34M 0.26%
215,366
+9,976
81
$7.33M 0.26%
12,713
-30
82
$7.32M 0.26%
189,445
-42,265
83
$7.28M 0.26%
248,149
+230,707
84
$7.27M 0.26%
118,370
-2,408
85
$7.12M 0.25%
200,307
+12,441
86
$7.01M 0.25%
141,501
-11,969
87
$7M 0.25%
15,709
+875
88
$6.94M 0.25%
67,278
+5,831
89
$6.85M 0.24%
137,303
+11,673
90
$6.72M 0.24%
48,344
+893
91
$6.58M 0.23%
95,242
+11,178
92
$6.5M 0.23%
33,149
+1,069
93
$6.39M 0.23%
104,780
-1,060
94
$6.38M 0.23%
39,534
+903
95
$6.34M 0.23%
58,565
-20,777
96
$6.23M 0.22%
28,688
+3,527
97
$6.13M 0.22%
112,570
+5,161
98
$6.03M 0.22%
82,346
+8,865
99
$5.83M 0.21%
208,305
+16,828
100
$5.7M 0.2%
2,902
-3
2 3
4
5 6