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
701
$1.73M 0.02%
+48,972
702
$1.71M 0.02%
52,597
+100
703
$1.71M 0.02%
5,954
+222
704
$1.7M 0.02%
65,083
-1,970
705
$1.7M 0.02%
7,919
-798
706
$1.7M 0.02%
205,743
+24,186
707
$1.7M 0.02%
15,669
-545
708
$1.69M 0.02%
37,940
-3,224
709
$1.69M 0.02%
5,703
-2,565
710
$1.68M 0.02%
+14,370
711
$1.68M 0.02%
40,732
+43
712
$1.68M 0.02%
16,032
-5,441
713
$1.66M 0.02%
32,806
+283
714
$1.66M 0.02%
9,977
-43
715
$1.66M 0.02%
22,858
+1,033
716
$1.66M 0.02%
18,044
+780
717
$1.65M 0.02%
13,841
+249
718
$1.65M 0.02%
16,224
-495
719
$1.65M 0.02%
18,892
-9,420
720
$1.65M 0.02%
168,463
-15,109
721
$1.64M 0.02%
18,310
+730
722
$1.64M 0.02%
5,495
-244
723
$1.63M 0.02%
6,560
+75
724
$1.63M 0.02%
+7,423
725
$1.63M 0.02%
28,483
-2,349
27 28
29
30 31