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
$7.72B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,918
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$20.4M
3
+$19.8M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$17.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$15.2M

Top Sells

1
+$34.4M
2
+$31.4M
3
+$30.1M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$17.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.3M

Sector Composition

1 Technology 14.1%
2 Financials 7.9%
3 Healthcare 6.81%
4 Consumer Discretionary 5.89%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.82M 0.05%
148,994
+65,796
427
$3.82M 0.05%
304,524
-105,298
428
$3.76M 0.05%
30,425
-862
429
$3.75M 0.05%
18,482
-334
430
$3.71M 0.05%
+148,302
431
$3.69M 0.05%
47,956
+3,202
432
$3.67M 0.05%
19,075
-296
433
$3.66M 0.05%
56,736
-2,255
434
$3.64M 0.05%
27,495
-3,009
435
$3.64M 0.05%
14,996
+3,691
436
$3.63M 0.05%
18,272
+3,753
437
$3.62M 0.05%
108,193
-36,071
438
$3.62M 0.05%
30,997
+85
439
$3.59M 0.05%
15,481
+2,216
440
$3.57M 0.05%
50,857
-9,948
441
$3.57M 0.05%
78,534
+1,662
442
$3.56M 0.05%
150,218
-4,040
443
$3.56M 0.05%
48,483
+7,262
444
$3.54M 0.05%
180,081
+11,640
445
$3.52M 0.05%
43,951
+710
446
$3.51M 0.05%
78,512
+9,248
447
$3.51M 0.05%
47,215
+1,484
448
$3.5M 0.05%
63,659
-11,776
449
$3.49M 0.05%
14,823
-598
450
$3.47M 0.04%
28,748
+3,411
16 17
18
19 20