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
351
$4.72M 0.06%
222,092
+25,087
352
$4.72M 0.06%
64,060
+25,740
353
$4.67M 0.06%
16,733
+4,548
354
$4.66M 0.06%
15,141
-470
355
$4.66M 0.06%
31,396
+9,924
356
$4.61M 0.06%
45,620
+689
357
$4.6M 0.06%
228,826
-592
358
$4.59M 0.06%
105,794
+5,311
359
$4.58M 0.06%
108,712
+2,874
360
$4.57M 0.06%
21,299
+304
361
$4.55M 0.06%
20,834
-645
362
$4.53M 0.06%
47,393
+622
363
$4.52M 0.06%
19,093
+2,236
364
$4.51M 0.06%
82,434
-15,223
365
$4.5M 0.06%
71,846
+1,796
366
$4.49M 0.06%
12,308
+5,743
367
$4.48M 0.06%
92,269
-3,218
368
$4.48M 0.06%
11,701
+584
369
$4.48M 0.06%
56,073
-4,122
370
$4.48M 0.06%
59,698
+3,033
371
$4.48M 0.06%
30,253
-8
372
$4.47M 0.06%
35,044
+1,387
373
$4.47M 0.06%
16,797
-409
374
$4.46M 0.06%
223,783
-8,337
375
$4.43M 0.06%
144,655
-7,208
13 14
15
16 17