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
$821M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$96.4M
2
+$93M
3
+$26.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$20.4M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$18.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 3.07%
2 Healthcare 2.71%
3 Technology 2.32%
4 Energy 2.2%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$515K 0.06%
+8,274
177
$515K 0.06%
+39,260
178
$513K 0.06%
+16,711
179
$510K 0.06%
+617
180
$504K 0.06%
+21,762
181
$500K 0.06%
+10,844
182
$499K 0.06%
+10,814
183
$499K 0.06%
+10,563
184
$495K 0.06%
+4,418
185
$494K 0.06%
+12,966
186
$483K 0.06%
+6,388
187
$481K 0.06%
+22,119
188
$480K 0.06%
+21,734
189
$477K 0.06%
+6,632
190
$474K 0.06%
+7,845
191
$474K 0.06%
+6,507
192
$473K 0.06%
+21,184
193
$468K 0.06%
+5,480
194
$465K 0.06%
+30,721
195
$461K 0.06%
+35,836
196
$461K 0.06%
+10,320
197
$460K 0.06%
+4,941
198
$457K 0.06%
+14,989
199
$455K 0.06%
+5,682
200
$455K 0.06%
+71,460
6 7
8
9 10