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
651
$1.96M 0.03%
+22,845
652
$1.96M 0.03%
+8,288
653
$1.96M 0.03%
84,545
-7,912
654
$1.95M 0.03%
51,952
+2,084
655
$1.95M 0.03%
98,218
-16,044
656
$1.95M 0.03%
9,564
+714
657
$1.94M 0.03%
+11,930
658
$1.94M 0.03%
16,330
+6,459
659
$1.94M 0.03%
5,036
+635
660
$1.94M 0.03%
35,181
+1,543
661
$1.93M 0.03%
7,150
+2,268
662
$1.92M 0.02%
45,481
+522
663
$1.91M 0.02%
37,176
-586
664
$1.91M 0.02%
+39,463
665
$1.91M 0.02%
3,799
+31
666
$1.91M 0.02%
123,385
-7,984
667
$1.9M 0.02%
35,823
+1,746
668
$1.89M 0.02%
29,033
-3,379
669
$1.88M 0.02%
48,771
-5,886
670
$1.88M 0.02%
7,151
+664
671
$1.88M 0.02%
18,215
+667
672
$1.87M 0.02%
19,084
-2,008
673
$1.87M 0.02%
10,915
-10,179
674
$1.86M 0.02%
137,707
-2,486
675
$1.85M 0.02%
244
-24
25 26
27
28 29