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
801
$1.34M 0.02%
50,822
+11,803
802
$1.34M 0.02%
28,142
+533
803
$1.32M 0.02%
+34,240
804
$1.32M 0.02%
22,247
-3,614
805
$1.32M 0.02%
16,138
+290
806
$1.32M 0.02%
10,180
-1,661
807
$1.31M 0.02%
34,639
-48,025
808
$1.31M 0.02%
54,830
+3,070
809
$1.31M 0.02%
37,657
+9,315
810
$1.3M 0.02%
41,492
-6,093
811
$1.3M 0.02%
6,254
-151
812
$1.3M 0.02%
+9,327
813
$1.3M 0.02%
14,858
-1,984
814
$1.3M 0.02%
+51,179
815
$1.29M 0.02%
12,092
+973
816
$1.29M 0.02%
21,309
-3,501
817
$1.29M 0.02%
48,973
-685
818
$1.29M 0.02%
26,845
+1,926
819
$1.27M 0.02%
54,833
-422
820
$1.27M 0.02%
13,615
-48
821
$1.27M 0.02%
47,800
-11,335
822
$1.27M 0.02%
37,825
-15,645
823
$1.26M 0.02%
7,453
+998
824
$1.26M 0.02%
25,870
-85,974
825
$1.25M 0.02%
43,291
-30,808
31 32
33
34 35