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
376
$4.4M 0.06%
26,508
+5,764
377
$4.36M 0.06%
21,105
+3,603
378
$4.35M 0.06%
49,118
-10,948
379
$4.34M 0.06%
18,572
+202
380
$4.33M 0.06%
55,227
+8,711
381
$4.33M 0.06%
12,992
-762
382
$4.32M 0.06%
41,094
+4,392
383
$4.31M 0.06%
80,709
+16,377
384
$4.3M 0.06%
64,732
+2,173
385
$4.3M 0.06%
136,840
-16,212
386
$4.29M 0.06%
86,963
+21,802
387
$4.28M 0.06%
44,361
-3,284
388
$4.27M 0.06%
21,653
-31,083
389
$4.27M 0.06%
42,949
+6,724
390
$4.25M 0.06%
78,875
+5,412
391
$4.25M 0.06%
93,394
-8,863
392
$4.21M 0.05%
15,203
-368
393
$4.21M 0.05%
45,397
+1,331
394
$4.2M 0.05%
136,122
-73,660
395
$4.19M 0.05%
13,560
+2,860
396
$4.19M 0.05%
39,219
+17,121
397
$4.18M 0.05%
81,785
+378
398
$4.17M 0.05%
12,975
-3,295
399
$4.16M 0.05%
41,610
-725
400
$4.15M 0.05%
27,323
-328
14 15
16
17 18