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
251
$6.96M 0.09%
278,858
+11,998
252
$6.93M 0.09%
68,824
+55,999
253
$6.92M 0.09%
90,379
-3,970
254
$6.9M 0.09%
26,806
+1,080
255
$6.89M 0.09%
43,973
+531
256
$6.84M 0.09%
39,428
+708
257
$6.84M 0.09%
140,153
+34,652
258
$6.83M 0.09%
77,820
+426
259
$6.82M 0.09%
72,867
-476
260
$6.82M 0.09%
14,154
+6,264
261
$6.79M 0.09%
67,723
-4,166
262
$6.76M 0.09%
137,223
+10,794
263
$6.67M 0.09%
142,492
+21,293
264
$6.64M 0.09%
15,537
+678
265
$6.63M 0.09%
11,770
-448
266
$6.61M 0.09%
745,522
-10,441
267
$6.59M 0.09%
136,150
-7,305
268
$6.57M 0.09%
33,420
+3,125
269
$6.55M 0.08%
35,654
+3,073
270
$6.54M 0.08%
134,542
+34,332
271
$6.45M 0.08%
42,512
-4,344
272
$6.4M 0.08%
62,313
+1,959
273
$6.39M 0.08%
53,935
+31
274
$6.35M 0.08%
214,077
+2,003
275
$6.35M 0.08%
28,057
+979
9 10
11
12 13