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
76
$18.9M 0.24%
318,575
+58,067
77
$18.7M 0.24%
384,163
-11,204
78
$18.5M 0.24%
289,559
-31,196
79
$18M 0.23%
40,488
+1,812
80
$18M 0.23%
27,392
+2,465
81
$18M 0.23%
178,484
-48,838
82
$18M 0.23%
338,707
-151,755
83
$17.6M 0.23%
371,409
-551
84
$17.4M 0.23%
136,572
+53,306
85
$17.3M 0.22%
344,575
+171,655
86
$17.2M 0.22%
187,061
-6,430
87
$17.1M 0.22%
429,441
-7,003
88
$16.7M 0.22%
151,493
+19,270
89
$16.7M 0.22%
65,404
+631
90
$16.5M 0.21%
52,745
-6,630
91
$16.5M 0.21%
259,338
+21,183
92
$16.3M 0.21%
464,204
+53,197
93
$16.2M 0.21%
76,038
+4,573
94
$16.2M 0.21%
254,505
+3,120
95
$16M 0.21%
153,896
-9,536
96
$15.9M 0.21%
384,996
-3,002
97
$15.7M 0.2%
90,373
+644
98
$15.7M 0.2%
74,306
+8,405
99
$15.6M 0.2%
664,890
-8,712
100
$15.6M 0.2%
398,057
+3,226
2 3
4
5 6