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
626
$2.06M 0.03%
74,276
-19,335
627
$2.06M 0.03%
13,664
+1,655
628
$2.06M 0.03%
13,580
-9,975
629
$2.05M 0.03%
69,478
+4,035
630
$2.05M 0.03%
27,584
+1,638
631
$2.04M 0.03%
3,454
-130
632
$2.04M 0.03%
30,793
+1,585
633
$2.03M 0.03%
55,571
-321
634
$2.03M 0.03%
43,224
-687
635
$2.03M 0.03%
70,305
+4,703
636
$2.02M 0.03%
+85,930
637
$2.02M 0.03%
+66,044
638
$2M 0.03%
52,846
+2,271
639
$2M 0.03%
57,136
+5,178
640
$2M 0.03%
32,739
+1,588
641
$2M 0.03%
60,589
+14,542
642
$2M 0.03%
19,153
-2,605
643
$2M 0.03%
55,512
+1,876
644
$2M 0.03%
30,631
+522
645
$1.99M 0.03%
4,085
-464
646
$1.99M 0.03%
15,023
+1,989
647
$1.97M 0.03%
83,884
+3,956
648
$1.97M 0.03%
4,783
-217
649
$1.97M 0.03%
88,091
+4,179
650
$1.97M 0.03%
+25,348
24 25
26
27 28