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
176
$9.67M 0.13%
190,818
+1,117
177
$9.67M 0.13%
90,770
+990
178
$9.6M 0.12%
20,542
-2,618
179
$9.59M 0.12%
121,874
-3,657
180
$9.56M 0.12%
38,281
+840
181
$9.49M 0.12%
6,374
+827
182
$9.42M 0.12%
11,423
-834
183
$9.41M 0.12%
55,544
-176
184
$9.32M 0.12%
95,946
+7,054
185
$9.28M 0.12%
230,553
-1,443
186
$9.27M 0.12%
101,343
-3,027
187
$9.25M 0.12%
15,838
-908
188
$9.09M 0.12%
150,737
-25,321
189
$9.08M 0.12%
134,410
-25,964
190
$9.04M 0.12%
8,603
-54
191
$9.03M 0.12%
20,714
-434
192
$8.96M 0.12%
37,655
+6,526
193
$8.95M 0.12%
135,551
+59,903
194
$8.95M 0.12%
177,358
+113,875
195
$8.87M 0.11%
59,545
+3,528
196
$8.8M 0.11%
176,182
+420
197
$8.6M 0.11%
126,274
-16,757
198
$8.58M 0.11%
131,100
-6,694
199
$8.54M 0.11%
78,605
+681
200
$8.47M 0.11%
144,444
+1,605
6 7
8
9 10