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
726
$1.63M 0.02%
70,124
-15,673
727
$1.62M 0.02%
31,607
+729
728
$1.62M 0.02%
43,676
-15,543
729
$1.6M 0.02%
18,680
+2,252
730
$1.6M 0.02%
4,988
+853
731
$1.6M 0.02%
35,938
-9,668
732
$1.6M 0.02%
18,370
-583
733
$1.59M 0.02%
23,979
-1,051
734
$1.57M 0.02%
17,282
-7,188
735
$1.57M 0.02%
20,010
-2,790
736
$1.57M 0.02%
37,119
+3,105
737
$1.57M 0.02%
8,678
+571
738
$1.57M 0.02%
41,730
+447
739
$1.57M 0.02%
121,493
+3,732
740
$1.57M 0.02%
6,348
+774
741
$1.56M 0.02%
6,337
+478
742
$1.56M 0.02%
+5,312
743
$1.55M 0.02%
10,197
+3,792
744
$1.54M 0.02%
16,379
-8,210
745
$1.54M 0.02%
25,630
-3,102
746
$1.53M 0.02%
+11,908
747
$1.53M 0.02%
6,332
-17
748
$1.53M 0.02%
13,011
-609
749
$1.52M 0.02%
14,158
-4,729
750
$1.52M 0.02%
106,030
+4,410
28 29
30
31 32