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
951
$965K 0.01%
+13,239
952
$963K 0.01%
+5,803
953
$963K 0.01%
14,048
-11,036
954
$962K 0.01%
43,295
-1,693
955
$962K 0.01%
2,630
-238
956
$957K 0.01%
12,917
+415
957
$956K 0.01%
+28,363
958
$956K 0.01%
+55,235
959
$954K 0.01%
+40,050
960
$949K 0.01%
+70,784
961
$949K 0.01%
21,955
-27
962
$949K 0.01%
3,189
-8,899
963
$946K 0.01%
+29,335
964
$944K 0.01%
35,857
-14,905
965
$943K 0.01%
+19,165
966
$942K 0.01%
14,910
-6,570
967
$942K 0.01%
5,285
-924
968
$941K 0.01%
+46,407
969
$938K 0.01%
26,014
-634
970
$937K 0.01%
+6,029
971
$937K 0.01%
+25,839
972
$937K 0.01%
+36,309
973
$936K 0.01%
64,631
-7,769
974
$936K 0.01%
+6,802
975
$936K 0.01%
+32,426
37 38
39
40 41