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
$2.36B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$44.9M
3
+$42M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$41M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$30.7M

Top Sells

1
+$143M
2
+$90.4M
3
+$79.6M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$54M
5
AEP icon
American Electric Power
AEP
+$43.2M

Sector Composition

1 Technology 5.67%
2 Healthcare 4.52%
3 Financials 4.11%
4 Industrials 3.64%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.67M 0.16%
19,861
+18,634
127
$3.6M 0.15%
31,161
-3,095
128
$3.58M 0.15%
21,398
+1,798
129
$3.52M 0.15%
21,950
+3,857
130
$3.52M 0.15%
47,354
-9,648
131
$3.48M 0.15%
43,234
+9,415
132
$3.42M 0.14%
91,898
-11,869
133
$3.42M 0.14%
136,096
-3,718
134
$3.42M 0.14%
69,399
+1,354
135
$3.37M 0.14%
+30,855
136
$3.35M 0.14%
30,586
-1,767
137
$3.34M 0.14%
+69,944
138
$3.33M 0.14%
13,755
+323
139
$3.22M 0.14%
80,516
-21,412
140
$3.19M 0.14%
49,980
-958
141
$3.19M 0.13%
116,204
+46,904
142
$3.14M 0.13%
132,652
-11,602
143
$3.13M 0.13%
+68,161
144
$3.12M 0.13%
93,960
-4,271
145
$3.07M 0.13%
+83,616
146
$3.06M 0.13%
15,513
+1,189
147
$3.06M 0.13%
+60,518
148
$3.03M 0.13%
+16,592
149
$3.03M 0.13%
35,949
+1,238
150
$3.01M 0.13%
41,764
+1,949
4 5
6
7 8