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
776
$1.42M 0.02%
48,393
+6,709
777
$1.42M 0.02%
13,177
+265
778
$1.42M 0.02%
56,047
-9,672
779
$1.42M 0.02%
64,651
+3,642
780
$1.41M 0.02%
+60,781
781
$1.41M 0.02%
25,294
-547
782
$1.41M 0.02%
7,184
-1,435
783
$1.41M 0.02%
46,456
-1,889
784
$1.41M 0.02%
56,002
-34,229
785
$1.4M 0.02%
16,626
-166
786
$1.4M 0.02%
15,099
-424
787
$1.4M 0.02%
88,890
+17,799
788
$1.39M 0.02%
+21,972
789
$1.39M 0.02%
21,070
-2,804
790
$1.39M 0.02%
5,326
-11,835
791
$1.38M 0.02%
+41,284
792
$1.37M 0.02%
+24,090
793
$1.36M 0.02%
13,566
+683
794
$1.36M 0.02%
61,295
-2,376
795
$1.35M 0.02%
53,203
-546
796
$1.35M 0.02%
8,887
-577
797
$1.35M 0.02%
93,354
+7,725
798
$1.35M 0.02%
39,977
+5,142
799
$1.35M 0.02%
40,361
-14,428
800
$1.34M 0.02%
11,238
-331
30 31
32
33 34