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
901
$1.06M 0.01%
10,699
-3,264
902
$1.06M 0.01%
8,099
-1,240
903
$1.06M 0.01%
+5,773
904
$1.06M 0.01%
11,405
+123
905
$1.05M 0.01%
18,377
-232
906
$1.05M 0.01%
+29,752
907
$1.05M 0.01%
18,410
+66
908
$1.04M 0.01%
7,626
-3,116
909
$1.04M 0.01%
4,316
-5,202
910
$1.04M 0.01%
39,780
-9,372
911
$1.03M 0.01%
24,370
-1,760
912
$1.03M 0.01%
11,983
-567
913
$1.03M 0.01%
+54,064
914
$1.03M 0.01%
+9,928
915
$1.03M 0.01%
+11,294
916
$1.02M 0.01%
58,301
-6,154
917
$1.02M 0.01%
+7,363
918
$1.02M 0.01%
+11,831
919
$1.01M 0.01%
+4,365
920
$1.01M 0.01%
+50,218
921
$1.01M 0.01%
+5,203
922
$1.01M 0.01%
+19,026
923
$1.01M 0.01%
4,089
-417
924
$1M 0.01%
+20,253
925
$1,000K 0.01%
12,331
-4,868
35 36
37
38 39