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
751
$1.52M 0.02%
27,223
-11,151
752
$1.52M 0.02%
14,210
-3,389
753
$1.51M 0.02%
31,402
+2,002
754
$1.51M 0.02%
71,184
+19,338
755
$1.51M 0.02%
21,776
+1,857
756
$1.51M 0.02%
+40,635
757
$1.48M 0.02%
14,191
+1,054
758
$1.48M 0.02%
12,993
-3,793
759
$1.48M 0.02%
13,617
+1,591
760
$1.48M 0.02%
57,365
-5,377
761
$1.48M 0.02%
39,881
-10,271
762
$1.47M 0.02%
146,720
-18,412
763
$1.47M 0.02%
11,995
+368
764
$1.47M 0.02%
14,160
+1,698
765
$1.46M 0.02%
28,877
+769
766
$1.46M 0.02%
13,683
-349
767
$1.46M 0.02%
49,491
-5,970
768
$1.46M 0.02%
29,501
+1,188
769
$1.45M 0.02%
84,873
-7,991
770
$1.45M 0.02%
23,155
+5,501
771
$1.44M 0.02%
36,622
+6,154
772
$1.43M 0.02%
39,808
+2,106
773
$1.43M 0.02%
52,887
+2,774
774
$1.43M 0.02%
51,632
+4,501
775
$1.43M 0.02%
52,723
+1,878
29 30
31
32 33