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
401
$4.14M 0.05%
8,941
+1,250
402
$4.14M 0.05%
109,912
-249
403
$4.13M 0.05%
13,432
+527
404
$4.06M 0.05%
39,178
+5,542
405
$4.05M 0.05%
75,746
+15,780
406
$4.05M 0.05%
37,340
-2,039
407
$4.05M 0.05%
19,143
+778
408
$4.03M 0.05%
82,284
-28,433
409
$4M 0.05%
22,693
+3,279
410
$3.99M 0.05%
22,792
+72
411
$3.99M 0.05%
112,077
+3,117
412
$3.96M 0.05%
248,281
+16,510
413
$3.96M 0.05%
113,167
-253,091
414
$3.93M 0.05%
20,295
+2,333
415
$3.92M 0.05%
44,878
+9,975
416
$3.88M 0.05%
73,384
+7,831
417
$3.87M 0.05%
72,122
+24,589
418
$3.87M 0.05%
75,740
+10,046
419
$3.87M 0.05%
81,597
+3,283
420
$3.86M 0.05%
32,972
-487
421
$3.86M 0.05%
84,135
+3,097
422
$3.84M 0.05%
30,787
+2,953
423
$3.84M 0.05%
125,164
-5,128
424
$3.83M 0.05%
15,816
-1,443
425
$3.83M 0.05%
+33,932
15 16
17
18 19