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
451
$3.47M 0.04%
44,030
+3,855
452
$3.46M 0.04%
129,844
+17,282
453
$3.45M 0.04%
45,062
+374
454
$3.43M 0.04%
45,098
+5,298
455
$3.43M 0.04%
26,074
-1,675
456
$3.43M 0.04%
25,319
-4,247
457
$3.4M 0.04%
2,431
-543
458
$3.38M 0.04%
107,019
+10,058
459
$3.36M 0.04%
37,648
+7,363
460
$3.32M 0.04%
+27,724
461
$3.31M 0.04%
33,238
-125
462
$3.31M 0.04%
7,854
+147
463
$3.3M 0.04%
84,552
-1,333
464
$3.3M 0.04%
90,002
-7,963
465
$3.3M 0.04%
27,892
+1,457
466
$3.29M 0.04%
137,931
-5,643
467
$3.28M 0.04%
74,718
-4,005
468
$3.28M 0.04%
6,915
+1,617
469
$3.24M 0.04%
18,328
-674
470
$3.22M 0.04%
7,890
+873
471
$3.22M 0.04%
20,228
-4,173
472
$3.21M 0.04%
34,015
-1,222
473
$3.2M 0.04%
24,790
+16,247
474
$3.2M 0.04%
87,687
-2,887
475
$3.2M 0.04%
19,132
+2,023
17 18
19
20 21