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
576
$2.43M 0.03%
+7,747
577
$2.43M 0.03%
7,718
-624
578
$2.42M 0.03%
106,958
+3,112
579
$2.42M 0.03%
82,337
+20,906
580
$2.42M 0.03%
16,618
-1,692
581
$2.41M 0.03%
9,238
+2,634
582
$2.41M 0.03%
13,188
+1,061
583
$2.41M 0.03%
97,106
+5,439
584
$2.4M 0.03%
10,672
+2,757
585
$2.39M 0.03%
13,539
+1,240
586
$2.39M 0.03%
+103,774
587
$2.39M 0.03%
27,771
+3,715
588
$2.39M 0.03%
44,177
-40,658
589
$2.37M 0.03%
76,513
+2,097
590
$2.36M 0.03%
72,953
-432
591
$2.36M 0.03%
45,866
-1,543
592
$2.36M 0.03%
9,558
-951
593
$2.35M 0.03%
36,276
+151
594
$2.33M 0.03%
87,576
-2,173
595
$2.3M 0.03%
14,268
-90
596
$2.29M 0.03%
20,833
+4,847
597
$2.29M 0.03%
21,454
-188
598
$2.28M 0.03%
9,919
+539
599
$2.27M 0.03%
42,848
+1,026
600
$2.27M 0.03%
29,953
-6,189
22 23
24
25 26