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
876
$1.13M 0.01%
+25,652
877
$1.13M 0.01%
+34,540
878
$1.13M 0.01%
+6,583
879
$1.13M 0.01%
+57,580
880
$1.13M 0.01%
54,869
+896
881
$1.12M 0.01%
34,656
+4,709
882
$1.12M 0.01%
6,147
-22,247
883
$1.12M 0.01%
+67,990
884
$1.12M 0.01%
31,432
+5,082
885
$1.12M 0.01%
+18,836
886
$1.11M 0.01%
+6,188
887
$1.11M 0.01%
9,611
-1,996
888
$1.11M 0.01%
41,224
-1,491
889
$1.11M 0.01%
16,336
-4,939
890
$1.1M 0.01%
+52,346
891
$1.09M 0.01%
64,787
+2,216
892
$1.09M 0.01%
+9,710
893
$1.09M 0.01%
+13,321
894
$1.09M 0.01%
25,504
-4,468
895
$1.08M 0.01%
3,567
-186
896
$1.08M 0.01%
+9,183
897
$1.07M 0.01%
4,060
-756
898
$1.07M 0.01%
11,086
-582
899
$1.07M 0.01%
30,027
-94,226
900
$1.06M 0.01%
9,632
-8,714
34 35
36
37 38