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
851
$1.18M 0.02%
+5,863
852
$1.18M 0.02%
+3,098
853
$1.18M 0.02%
10,430
+107
854
$1.18M 0.02%
26,758
+268
855
$1.18M 0.02%
110,907
-5,535
856
$1.18M 0.02%
15,929
-459
857
$1.18M 0.02%
16,537
+969
858
$1.18M 0.02%
11,836
+84
859
$1.18M 0.02%
7,562
-519
860
$1.17M 0.02%
28,956
-2,048
861
$1.17M 0.02%
63,077
-2,969
862
$1.17M 0.02%
11,911
-2,399
863
$1.17M 0.02%
+22,090
864
$1.17M 0.02%
19,478
-16
865
$1.16M 0.02%
28,303
-931
866
$1.16M 0.02%
22,698
-273
867
$1.16M 0.02%
20,624
-1,850
868
$1.16M 0.02%
44,653
+2,750
869
$1.16M 0.02%
31,352
+1,695
870
$1.16M 0.02%
60,537
-121,379
871
$1.16M 0.02%
45,629
+3,187
872
$1.15M 0.01%
13,046
+513
873
$1.15M 0.01%
2,676
-384
874
$1.14M 0.01%
40,423
-229,609
875
$1.14M 0.01%
7,525
+555
33 34
35
36 37