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
976
$932K 0.01%
28,512
-5,271
977
$932K 0.01%
9,757
-5,147
978
$931K 0.01%
+65,545
979
$924K 0.01%
+10,257
980
$924K 0.01%
+6,629
981
$919K 0.01%
7,636
-884
982
$915K 0.01%
+16,512
983
$911K 0.01%
+42,252
984
$910K 0.01%
+8,407
985
$909K 0.01%
+10,866
986
$909K 0.01%
+6,727
987
$904K 0.01%
+15,222
988
$904K 0.01%
+8,002
989
$903K 0.01%
+3,689
990
$902K 0.01%
18,530
-7,649
991
$899K 0.01%
2,334
+51
992
$899K 0.01%
+49,513
993
$897K 0.01%
6,650
-501
994
$897K 0.01%
19,161
-34,355
995
$896K 0.01%
+52,856
996
$893K 0.01%
10,623
-20,872
997
$892K 0.01%
+14,237
998
$891K 0.01%
+8,112
999
$889K 0.01%
+24,765
1000
$886K 0.01%
20,335
-332
38 39
40
41 42