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
826
$1.25M 0.02%
13,110
+189
827
$1.25M 0.02%
53,885
-2,115
828
$1.25M 0.02%
17,409
+1,118
829
$1.25M 0.02%
23,503
+350
830
$1.25M 0.02%
5,807
-8,732
831
$1.24M 0.02%
11,205
+1,085
832
$1.23M 0.02%
18,531
+2,367
833
$1.22M 0.02%
17,777
+599
834
$1.22M 0.02%
25,666
+1,598
835
$1.22M 0.02%
+15,345
836
$1.22M 0.02%
+17,290
837
$1.22M 0.02%
12,965
-1,208
838
$1.22M 0.02%
4,445
-370
839
$1.21M 0.02%
16,916
-4,325
840
$1.21M 0.02%
5,584
-1,013
841
$1.21M 0.02%
+66,096
842
$1.21M 0.02%
49,034
+319
843
$1.21M 0.02%
29,144
-1,970
844
$1.21M 0.02%
19,012
-27,598
845
$1.2M 0.02%
11,034
+1,327
846
$1.2M 0.02%
20,929
-1,498
847
$1.19M 0.02%
104,197
-6,976
848
$1.19M 0.02%
5,323
+356
849
$1.19M 0.02%
24,140
-356
850
$1.19M 0.02%
6,827
+644
32 33
34
35 36