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
676
$1.85M 0.02%
10,028
+3,519
677
$1.84M 0.02%
23,972
+6,601
678
$1.83M 0.02%
53,765
+22,201
679
$1.83M 0.02%
36,668
+3,527
680
$1.82M 0.02%
11,546
-155
681
$1.82M 0.02%
12,726
+1,964
682
$1.82M 0.02%
14,016
-114
683
$1.79M 0.02%
8,921
+1,322
684
$1.79M 0.02%
10,202
+29
685
$1.79M 0.02%
20,285
-1,970
686
$1.79M 0.02%
36,644
-2,070
687
$1.78M 0.02%
+8,462
688
$1.78M 0.02%
21,185
+208
689
$1.78M 0.02%
70,283
+11,534
690
$1.78M 0.02%
97,826
-14,368
691
$1.76M 0.02%
52,414
-20,413
692
$1.76M 0.02%
14,776
-13,852
693
$1.76M 0.02%
14,530
+4,528
694
$1.76M 0.02%
4,701
-628
695
$1.76M 0.02%
5,982
+145
696
$1.74M 0.02%
49,085
+711
697
$1.73M 0.02%
+47,230
698
$1.73M 0.02%
28,364
-257
699
$1.73M 0.02%
15,705
+2,358
700
$1.73M 0.02%
10,939
-2,006
26 27
28
29 30