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
201
$2.27M 0.1%
24,367
+4,349
202
$2.25M 0.1%
86,846
+14,242
203
$2.23M 0.09%
31,000
+5,030
204
$2.22M 0.09%
17,531
+10,404
205
$2.21M 0.09%
+16,944
206
$2.19M 0.09%
8,019
-235
207
$2.15M 0.09%
24,634
+4,498
208
$2.14M 0.09%
6,263
-101
209
$2.13M 0.09%
49,316
-187,176
210
$2.04M 0.09%
74,708
+35,129
211
$2M 0.08%
+76,132
212
$2M 0.08%
27,564
-9,996
213
$1.99M 0.08%
18,674
-2,157
214
$1.97M 0.08%
15,166
+8,078
215
$1.95M 0.08%
29,245
+491
216
$1.94M 0.08%
21,915
+2,874
217
$1.93M 0.08%
+7,418
218
$1.93M 0.08%
27,592
+4,006
219
$1.9M 0.08%
138,505
+128,385
220
$1.89M 0.08%
+22,117
221
$1.87M 0.08%
12,901
+7,404
222
$1.87M 0.08%
7,902
+803
223
$1.86M 0.08%
9,337
+3
224
$1.86M 0.08%
62,397
-92,636
225
$1.82M 0.08%
+529,392
7 8
9
10 11