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
151
$3.61M 0.13%
74,803
+5,755
152
$3.59M 0.13%
16,582
-102
153
$3.59M 0.13%
33,179
+1,017
154
$3.51M 0.13%
25,617
+2,178
155
$3.39M 0.12%
30,166
-73,985
156
$3.38M 0.12%
36,282
+7,747
157
$3.36M 0.12%
30,099
+10,852
158
$3.35M 0.12%
39,043
+14,986
159
$3.31M 0.12%
111,774
+41,821
160
$3.16M 0.11%
108,279
-7,524
161
$3.15M 0.11%
30,798
+5,133
162
$3.11M 0.11%
18,595
+451
163
$3.07M 0.11%
57,279
-1,514
164
$2.95M 0.11%
64,621
+4,566
165
$2.91M 0.1%
28,114
+9,277
166
$2.9M 0.1%
109,350
+3,750
167
$2.9M 0.1%
22,452
-180
168
$2.88M 0.1%
64,000
+18,744
169
$2.85M 0.1%
51,187
+16,592
170
$2.84M 0.1%
32,792
+14,471
171
$2.84M 0.1%
49,292
+20,040
172
$2.81M 0.1%
54,604
+1,593
173
$2.8M 0.1%
28,766
+5,669
174
$2.77M 0.1%
86,305
+5,353
175
$2.68M 0.1%
15,841
+220
5 6
7
8 9