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
101
$15.5M 0.2%
49,722
+2,130
102
$15.4M 0.2%
106,335
+2,166
103
$15.4M 0.2%
61,511
-6,663
104
$15.4M 0.2%
93,641
+14,696
105
$15.3M 0.2%
151,240
-19,588
106
$15.3M 0.2%
73,610
+7,442
107
$15.2M 0.2%
70,891
+5,382
108
$15.2M 0.2%
319,728
-159
109
$14.9M 0.19%
62,481
+9,059
110
$14.8M 0.19%
76,292
-895
111
$14.7M 0.19%
147,214
-15,035
112
$14.5M 0.19%
14,158
+505
113
$14.4M 0.19%
63,621
+3,729
114
$14.4M 0.19%
430,025
+197,164
115
$14.3M 0.19%
43,046
-2,683
116
$14.3M 0.19%
144,025
-10,505
117
$14.3M 0.19%
198,328
-15,330
118
$14.3M 0.18%
190,611
-5,440
119
$14.2M 0.18%
238,624
-20,210
120
$14.1M 0.18%
310,872
-19,080
121
$14.1M 0.18%
63,984
-5,669
122
$14.1M 0.18%
327,511
-44,203
123
$14.1M 0.18%
27,778
+3,064
124
$13.9M 0.18%
172,906
+3,245
125
$13.8M 0.18%
497,667
+18,833
3 4
5
6 7