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
226
$7.83M 0.1%
70,900
-33,472
227
$7.8M 0.1%
436,851
+29,264
228
$7.79M 0.1%
55,303
-6,426
229
$7.75M 0.1%
23,458
+547
230
$7.74M 0.1%
102,758
-23,016
231
$7.74M 0.1%
79,802
+12,177
232
$7.74M 0.1%
55,981
-6,449
233
$7.71M 0.1%
94,442
-34,373
234
$7.6M 0.1%
97,437
+12,182
235
$7.5M 0.1%
332,391
-17,106
236
$7.49M 0.1%
54,735
+2,614
237
$7.47M 0.1%
175,754
-15,976
238
$7.41M 0.1%
2,500
+153
239
$7.38M 0.1%
60,542
-5,453
240
$7.33M 0.1%
61,842
-10,878
241
$7.3M 0.09%
340,770
+75,615
242
$7.29M 0.09%
44,947
-6,957
243
$7.27M 0.09%
12,600
+791
244
$7.26M 0.09%
21,339
+944
245
$7.25M 0.09%
173,415
+17,398
246
$7.24M 0.09%
13,355
+1,150
247
$7.21M 0.09%
36,006
+6,161
248
$7.16M 0.09%
170,809
+25,532
249
$7.04M 0.09%
100,149
-674
250
$7.03M 0.09%
17,229
+1,042
8 9
10
11 12