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
176
$2.67M 0.1%
34,609
+1,155
177
$2.66M 0.09%
40,845
+865
178
$2.63M 0.09%
16,794
+348
179
$2.6M 0.09%
598,400
+17,840
180
$2.59M 0.09%
59,058
+17,676
181
$2.54M 0.09%
53,506
-117
182
$2.53M 0.09%
72,557
+63,895
183
$2.52M 0.09%
66,346
-8,676
184
$2.51M 0.09%
39,817
+19,828
185
$2.49M 0.09%
156,546
-1,258
186
$2.48M 0.09%
37,060
-564
187
$2.48M 0.09%
8,979
-1,280
188
$2.47M 0.09%
97,459
-3,310
189
$2.47M 0.09%
52,425
+23,032
190
$2.47M 0.09%
123,933
+45,406
191
$2.46M 0.09%
48,572
-5,349
192
$2.41M 0.09%
16,225
+234
193
$2.4M 0.09%
72,867
-3,268
194
$2.4M 0.09%
47,557
-1,344
195
$2.39M 0.09%
57,069
+29,736
196
$2.37M 0.08%
32,126
+3,764
197
$2.37M 0.08%
11,290
+873
198
$2.36M 0.08%
14,639
+174
199
$2.34M 0.08%
16,266
+652
200
$2.33M 0.08%
66,190
-6,640
6 7
8
9 10