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
526
$2.81M 0.04%
17,593
-877
527
$2.79M 0.04%
5,205
+1,731
528
$2.78M 0.04%
58,843
-14,774
529
$2.78M 0.04%
14,055
+429
530
$2.77M 0.04%
39,109
-7,052
531
$2.76M 0.04%
43,915
+1,705
532
$2.76M 0.04%
54,880
-2,513
533
$2.75M 0.04%
26,748
+11,355
534
$2.74M 0.04%
30,643
+6,942
535
$2.74M 0.04%
12,528
+719
536
$2.73M 0.04%
37,823
-53,274
537
$2.73M 0.04%
88,003
-55,078
538
$2.72M 0.04%
56,762
+13,214
539
$2.69M 0.03%
72,489
+423
540
$2.69M 0.03%
30,209
+566
541
$2.68M 0.03%
42,513
-16,173
542
$2.68M 0.03%
42,334
+5,786
543
$2.68M 0.03%
22,664
+1,031
544
$2.66M 0.03%
22,711
-2,065
545
$2.65M 0.03%
4,882
+1,085
546
$2.65M 0.03%
59,640
+28,276
547
$2.64M 0.03%
111,196
+3,418
548
$2.63M 0.03%
67,644
+4,291
549
$2.63M 0.03%
108,070
+848
550
$2.62M 0.03%
11,913
+2,591
20 21
22
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