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
276
$6.31M 0.08%
545,971
+262,981
277
$6.3M 0.08%
16,243
+2,012
278
$6.3M 0.08%
93,467
-995
279
$6.28M 0.08%
156,704
+112,339
280
$6.26M 0.08%
147,219
+113,506
281
$6.23M 0.08%
69,487
+22,446
282
$6.22M 0.08%
30,679
-169,401
283
$6.15M 0.08%
117,837
-1,239
284
$6.13M 0.08%
82,575
-672
285
$6.12M 0.08%
307,664
-6,376
286
$6.11M 0.08%
+122,846
287
$6.1M 0.08%
147,811
+72,753
288
$6.07M 0.08%
315,992
-2,108
289
$6.07M 0.08%
171,196
-15,498
290
$6.05M 0.08%
85,950
+12,465
291
$6.03M 0.08%
111,590
-485
292
$6.02M 0.08%
47,802
+5,862
293
$6M 0.08%
77,717
-3,594
294
$5.97M 0.08%
27,988
+6,454
295
$5.93M 0.08%
86,499
-3,016
296
$5.93M 0.08%
33,968
+6,147
297
$5.89M 0.08%
21,901
-1,085
298
$5.87M 0.08%
60,509
-323,327
299
$5.85M 0.08%
344,095
+20,810
300
$5.82M 0.08%
46,150
-99
10 11
12
13 14