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
1351
$456K 0.01%
6,438
-14,913
1352
$456K 0.01%
+71,324
1353
$455K 0.01%
+16,022
1354
$454K 0.01%
+12,186
1355
$450K 0.01%
+3,633
1356
$450K 0.01%
+9,093
1357
$450K 0.01%
+24,890
1358
$448K 0.01%
+1,986
1359
$446K 0.01%
+3,495
1360
$446K 0.01%
+4,190
1361
$445K 0.01%
+6,348
1362
$445K 0.01%
+9,621
1363
$445K 0.01%
+17,735
1364
$442K 0.01%
+9,339
1365
$441K 0.01%
+6,536
1366
$441K 0.01%
+9,179
1367
$439K 0.01%
+13,207
1368
$439K 0.01%
+17,763
1369
$438K 0.01%
+9,102
1370
$437K 0.01%
+44,046
1371
$437K 0.01%
+12,822
1372
$437K 0.01%
+7,405
1373
$436K 0.01%
+71,108
1374
$436K 0.01%
+10,267
1375
$436K 0.01%
+8,560