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
551
$2.61M 0.03%
+5,060
552
$2.6M 0.03%
145,077
+2,567
553
$2.59M 0.03%
18,979
+1,056
554
$2.59M 0.03%
37,007
+6,090
555
$2.58M 0.03%
96,226
+36,622
556
$2.57M 0.03%
87,121
+3,277
557
$2.57M 0.03%
71,099
+2,754
558
$2.56M 0.03%
+94,468
559
$2.56M 0.03%
+103,118
560
$2.55M 0.03%
19,776
+1,764
561
$2.54M 0.03%
61,265
+81
562
$2.54M 0.03%
55,280
+2,128
563
$2.53M 0.03%
34,432
+842
564
$2.53M 0.03%
31,932
+7,707
565
$2.52M 0.03%
33,351
+1,487
566
$2.52M 0.03%
12,587
+5,765
567
$2.51M 0.03%
34,861
-1,106
568
$2.51M 0.03%
43,276
-23,032
569
$2.5M 0.03%
7,599
-436
570
$2.49M 0.03%
25,458
+2,056
571
$2.47M 0.03%
25,963
+6,461
572
$2.47M 0.03%
83,211
-33,725
573
$2.45M 0.03%
33,071
-2,206
574
$2.45M 0.03%
54,642
+26,704
575
$2.45M 0.03%
13,780
-187
21 22
23
24 25