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
601
$2.24M 0.03%
18,413
+642
602
$2.23M 0.03%
+10,341
603
$2.22M 0.03%
113,065
+38,942
604
$2.2M 0.03%
+13,033
605
$2.2M 0.03%
11,298
+5,717
606
$2.19M 0.03%
37,743
+948
607
$2.19M 0.03%
2,666
-212
608
$2.17M 0.03%
15,684
-9,240
609
$2.17M 0.03%
64,286
-29
610
$2.16M 0.03%
31,838
+4,263
611
$2.16M 0.03%
11,824
+1,896
612
$2.15M 0.03%
156,629
-4,179
613
$2.14M 0.03%
12,588
+1,199
614
$2.13M 0.03%
45,397
+398
615
$2.11M 0.03%
3,269
-596
616
$2.11M 0.03%
11,236
-2,106
617
$2.11M 0.03%
42,223
-4,076
618
$2.1M 0.03%
20,451
+1,171
619
$2.1M 0.03%
82,183
620
$2.09M 0.03%
11,599
+3,071
621
$2.08M 0.03%
8,588
-3,924
622
$2.07M 0.03%
23,116
-236
623
$2.07M 0.03%
12,987
+4,426
624
$2.07M 0.03%
16,276
-1,269
625
$2.06M 0.03%
22,026
+9,596
23 24
25
26 27