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
501
$2.99M 0.04%
+35,134
502
$2.98M 0.04%
26,320
+2,289
503
$2.98M 0.04%
168,609
+13,043
504
$2.98M 0.04%
69,026
-3,435
505
$2.97M 0.04%
104,406
+6,917
506
$2.94M 0.04%
9,365
+1,874
507
$2.93M 0.04%
42,969
-7,155
508
$2.92M 0.04%
21,688
+1,089
509
$2.92M 0.04%
35,707
+4,890
510
$2.91M 0.04%
30,313
+2,832
511
$2.91M 0.04%
38,119
-16,338
512
$2.91M 0.04%
116,966
-20,631
513
$2.91M 0.04%
21,977
-13,629
514
$2.9M 0.04%
43,767
-333
515
$2.89M 0.04%
24,463
+7,356
516
$2.89M 0.04%
44,354
+5,534
517
$2.88M 0.04%
40,365
-1,402
518
$2.88M 0.04%
20,812
+1,438
519
$2.87M 0.04%
19,084
-593
520
$2.87M 0.04%
125,732
-19,810
521
$2.85M 0.04%
29,419
-5,517
522
$2.84M 0.04%
55,849
+1,065
523
$2.83M 0.04%
87,984
+20,030
524
$2.83M 0.04%
261,707
+1,809
525
$2.82M 0.04%
117,314
+54,100
19 20
21
22 23