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
301
$5.76M 0.07%
91,418
-258
302
$5.71M 0.07%
75,797
-3,515
303
$5.7M 0.07%
6,314
+135
304
$5.64M 0.07%
7,453
-1,291
305
$5.63M 0.07%
20,886
+1,798
306
$5.61M 0.07%
63,006
+335
307
$5.55M 0.07%
208,900
+3,088
308
$5.53M 0.07%
144,033
-34,017
309
$5.51M 0.07%
14,283
-575
310
$5.4M 0.07%
107,286
+1,694
311
$5.35M 0.07%
14,331
-2,850
312
$5.35M 0.07%
92,223
+3,074
313
$5.32M 0.07%
27,028
+1,954
314
$5.32M 0.07%
54,455
-18,659
315
$5.32M 0.07%
48,260
-2,366
316
$5.3M 0.07%
73,451
+2,722
317
$5.27M 0.07%
41,828
+1,616
318
$5.21M 0.07%
96,194
-850
319
$5.21M 0.07%
9,737
+1,563
320
$5.21M 0.07%
37,598
-417
321
$5.17M 0.07%
4,049
+269
322
$5.17M 0.07%
106,595
+7,717
323
$5.17M 0.07%
58,972
+3,828
324
$5.16M 0.07%
123,972
+9,050
325
$5.15M 0.07%
126,374
-4,908
11 12
13
14 15