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
126
$4.57M 0.16%
44,160
-1,250
127
$4.55M 0.16%
142,509
+10,116
128
$4.47M 0.16%
158,405
-2,990
129
$4.46M 0.16%
47,596
+3,475
130
$4.39M 0.16%
38,164
+3,126
131
$4.39M 0.16%
37,563
+3,059
132
$4.27M 0.15%
44,529
+4,363
133
$4.24M 0.15%
19,130
-518
134
$4.19M 0.15%
75,454
+64,450
135
$4.19M 0.15%
44,583
+1,469
136
$4.1M 0.15%
14,226
+320
137
$4.09M 0.15%
26,959
+1,084
138
$4.09M 0.15%
35,179
+857
139
$4.08M 0.15%
13,990
+4,293
140
$4.04M 0.14%
146,290
+27,670
141
$4.03M 0.14%
79,907
+2,456
142
$4.03M 0.14%
45,569
+354
143
$4.01M 0.14%
194,784
+12,319
144
$3.97M 0.14%
197,496
-11,228
145
$3.95M 0.14%
35,963
+2,334
146
$3.91M 0.14%
130,672
+11,988
147
$3.8M 0.14%
199,763
+184,116
148
$3.79M 0.14%
53,667
+557
149
$3.76M 0.13%
91,671
+14,321
150
$3.7M 0.13%
78,112
+3,549
4 5
6
7 8