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
926
$997K 0.01%
16,618
-509
927
$992K 0.01%
+11,465
928
$992K 0.01%
30,774
-24,858
929
$991K 0.01%
+11,697
930
$991K 0.01%
+8,923
931
$989K 0.01%
+19,294
932
$988K 0.01%
+10,186
933
$988K 0.01%
+47,388
934
$986K 0.01%
+16,413
935
$982K 0.01%
3,890
-1,153
936
$982K 0.01%
9,359
+40
937
$981K 0.01%
16,766
-6,002
938
$979K 0.01%
17,737
-9,901
939
$978K 0.01%
20,532
-1,302
940
$977K 0.01%
22,238
-4,420
941
$975K 0.01%
+537
942
$974K 0.01%
+40,304
943
$969K 0.01%
22,598
-3,764
944
$969K 0.01%
9,104
-2,857
945
$967K 0.01%
+3,553
946
$967K 0.01%
+11,221
947
$967K 0.01%
+40,629
948
$967K 0.01%
+48,451
949
$966K 0.01%
+20,332
950
$965K 0.01%
20,087
-28,479
36 37
38
39 40