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
201
$8.46M 0.11%
237,879
-101,752
202
$8.41M 0.11%
166,354
+4,009
203
$8.33M 0.11%
18,409
-970
204
$8.32M 0.11%
297,187
+22,412
205
$8.31M 0.11%
37,149
-1,147
206
$8.3M 0.11%
181,369
-8,343
207
$8.28M 0.11%
391,734
-12,768
208
$8.27M 0.11%
42,424
+1,190
209
$8.26M 0.11%
96,414
+2,114
210
$8.25M 0.11%
403,453
-8,629
211
$8.25M 0.11%
18,373
+490
212
$8.22M 0.11%
+322,090
213
$8.2M 0.11%
76,895
-12,698
214
$8.15M 0.11%
31,429
+6,268
215
$8.06M 0.1%
271,408
+6,308
216
$8.06M 0.1%
39,942
-851
217
$7.99M 0.1%
13,435
+517
218
$7.98M 0.1%
85,446
+5,443
219
$7.98M 0.1%
177,514
+7,546
220
$7.93M 0.1%
40,796
+722
221
$7.91M 0.1%
192,444
+28,216
222
$7.91M 0.1%
108,795
+4,690
223
$7.9M 0.1%
68,376
+367
224
$7.88M 0.1%
115,030
+3,432
225
$7.85M 0.1%
182,794
+7,455
7 8
9
10 11