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
201
$2.31M 0.08%
30,545
+2,731
202
$2.31M 0.08%
18,523
+37
203
$2.3M 0.08%
61,333
+20,399
204
$2.27M 0.08%
6,353
+80
205
$2.26M 0.08%
18,391
+467
206
$2.23M 0.08%
19,520
-337
207
$2.22M 0.08%
6,302
-194
208
$2.22M 0.08%
177,723
+61,105
209
$2.21M 0.08%
144,503
+5,191
210
$2.21M 0.08%
35,457
+847
211
$2.2M 0.08%
19,412
+11,749
212
$2.2M 0.08%
20,545
+265
213
$2.19M 0.08%
37,584
+25,488
214
$2.19M 0.08%
9,073
-581
215
$2.18M 0.08%
38,421
+393
216
$2.18M 0.08%
23,584
-320
217
$2.17M 0.08%
24,808
+739
218
$2.15M 0.08%
39,065
+23,103
219
$2.14M 0.08%
79,324
+9,768
220
$2.13M 0.08%
15,311
+9,585
221
$2.13M 0.08%
33,566
-1,812
222
$2.12M 0.08%
21,831
-771
223
$2.12M 0.08%
28,672
+714
224
$2.11M 0.08%
19,309
+327
225
$2.09M 0.07%
35,307
-8,967
7 8
9
10 11