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
326
$5.15M 0.07%
132,550
+5,365
327
$5.14M 0.07%
45,771
-520
328
$5.11M 0.07%
112,043
+82,854
329
$5.07M 0.07%
30,708
+502
330
$5.06M 0.07%
42,661
-1,921
331
$5.04M 0.07%
36,510
-1,012
332
$5.03M 0.07%
152,954
-43,111
333
$5.01M 0.06%
83,679
+1,336
334
$4.97M 0.06%
84,232
-13,116
335
$4.93M 0.06%
22,025
+5,422
336
$4.9M 0.06%
188,510
+86,520
337
$4.89M 0.06%
86,198
+2,037
338
$4.89M 0.06%
95,677
-4,831
339
$4.88M 0.06%
58,177
-28,192
340
$4.88M 0.06%
45,849
-2,632
341
$4.87M 0.06%
166,478
-1,638
342
$4.86M 0.06%
116,947
-21,891
343
$4.85M 0.06%
92,612
+16,656
344
$4.84M 0.06%
2,948
+183
345
$4.82M 0.06%
35,567
-1,182
346
$4.76M 0.06%
33,739
+1,388
347
$4.76M 0.06%
56,807
-26,079
348
$4.76M 0.06%
71,329
+1,710
349
$4.75M 0.06%
181,105
+4,687
350
$4.73M 0.06%
171,012
+8,011
12 13
14
15 16