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
476
$3.2M 0.04%
20,767
+1,536
477
$3.18M 0.04%
67,941
+3,766
478
$3.17M 0.04%
98,849
-5,290
479
$3.16M 0.04%
109,122
-34,833
480
$3.15M 0.04%
224,175
+9,973
481
$3.15M 0.04%
30,801
-11,012
482
$3.13M 0.04%
29,087
+303
483
$3.12M 0.04%
15,798
-3,451
484
$3.1M 0.04%
15,084
+1,293
485
$3.09M 0.04%
1,964
-43
486
$3.09M 0.04%
56,944
-7,206
487
$3.08M 0.04%
14,885
+4,841
488
$3.07M 0.04%
17,550
+1,085
489
$3.06M 0.04%
5
490
$3.05M 0.04%
9,780
-388
491
$3.05M 0.04%
30,259
+5,796
492
$3.04M 0.04%
29,145
+1,774
493
$3.03M 0.04%
22,925
-1,226
494
$3.02M 0.04%
68,029
-1,216
495
$3.02M 0.04%
17,901
+206
496
$3.02M 0.04%
229,203
+25,341
497
$3.02M 0.04%
+34,349
498
$3.01M 0.04%
30,843
-923
499
$3.01M 0.04%
28,081
-32,937
500
$2.99M 0.04%
109,907
+605
18 19
20
21 22