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
1001
$884K 0.01%
9,139
-2,163
1002
$884K 0.01%
+3,317
1003
$883K 0.01%
+6,449
1004
$883K 0.01%
35,183
-4,537
1005
$882K 0.01%
18,718
-22,338
1006
$882K 0.01%
9,468
-1,549
1007
$878K 0.01%
+54,020
1008
$873K 0.01%
+2,968
1009
$871K 0.01%
+8,390
1010
$871K 0.01%
11,203
-383
1011
$869K 0.01%
9,398
-2,441
1012
$868K 0.01%
+3,312
1013
$868K 0.01%
+56,711
1014
$867K 0.01%
+6,080
1015
$865K 0.01%
+17,910
1016
$865K 0.01%
+17,770
1017
$861K 0.01%
4,202
-381
1018
$857K 0.01%
+106,784
1019
$856K 0.01%
+6,922
1020
$856K 0.01%
14,989
-6,209
1021
$856K 0.01%
34,051
+245
1022
$854K 0.01%
9,944
-1,106
1023
$852K 0.01%
10,132
-1,960
1024
$851K 0.01%
+16,600
1025
$849K 0.01%
+22,852
39 40
41
42 43