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
1876
$86.5K ﹤0.01%
+1,032
1877
$85.6K ﹤0.01%
+11,806
1878
$83.3K ﹤0.01%
+17,988
1879
$81.5K ﹤0.01%
+10,413
1880
$80.9K ﹤0.01%
+14,732
1881
$79.5K ﹤0.01%
+35,510
1882
$78K ﹤0.01%
+14,799
1883
$77.2K ﹤0.01%
+45,133
1884
$71.1K ﹤0.01%
+13,678
1885
$68.9K ﹤0.01%
+11,161
1886
$66.7K ﹤0.01%
+11,806
1887
$62.8K ﹤0.01%
+11,043
1888
$59.7K ﹤0.01%
+2,620
1889
$50.2K ﹤0.01%
+1,772
1890
$49.7K ﹤0.01%
+11,618
1891
$48.5K ﹤0.01%
+11,868
1892
$47.1K ﹤0.01%
+11,426
1893
$44.4K ﹤0.01%
+11,207
1894
$42.7K ﹤0.01%
+16,611
1895
$40.5K ﹤0.01%
+14,621
1896
$37.4K ﹤0.01%
+10,314
1897
$36.9K ﹤0.01%
+27,991
1898
$34.9K ﹤0.01%
+15,321
1899
$31.9K ﹤0.01%
+27,729
1900
$25.6K ﹤0.01%
+15,544