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
101
$5.59M 0.2%
181,470
-38,490
102
$5.58M 0.2%
101,436
+10,111
103
$5.37M 0.19%
47,416
+1,297
104
$5.31M 0.19%
185,937
+54,621
105
$5.3M 0.19%
19,947
+1,108
106
$5.28M 0.19%
27,261
-1,486
107
$5.2M 0.19%
115,326
+24,647
108
$5.19M 0.19%
43,906
+3,480
109
$5.15M 0.18%
43,532
+12,233
110
$5.1M 0.18%
46,972
+13,539
111
$5.08M 0.18%
87,752
-49,027
112
$5.04M 0.18%
64,941
-14,130
113
$5.02M 0.18%
48,851
+5,345
114
$5M 0.18%
85,170
+3,336
115
$4.98M 0.18%
76,918
+43,004
116
$4.97M 0.18%
33,407
+953
117
$4.95M 0.18%
40,967
-18,796
118
$4.93M 0.18%
56,049
+5,463
119
$4.92M 0.18%
59,452
+2,642
120
$4.78M 0.17%
29,509
+1,465
121
$4.73M 0.17%
31,301
+2,989
122
$4.71M 0.17%
58,128
+2,636
123
$4.69M 0.17%
21,129
+1,099
124
$4.64M 0.17%
53,588
+2,356
125
$4.62M 0.16%
88,239
+5,010
3 4
5
6 7