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
1026
$848K 0.01%
+3,522
1027
$846K 0.01%
+21,049
1028
$843K 0.01%
15,308
-4,141
1029
$842K 0.01%
+61,582
1030
$841K 0.01%
40,014
-8,545
1031
$840K 0.01%
+16,734
1032
$839K 0.01%
17,417
-3,118
1033
$838K 0.01%
+7,080
1034
$838K 0.01%
+24,287
1035
$834K 0.01%
+44,854
1036
$827K 0.01%
10,090
+120
1037
$826K 0.01%
+2,847
1038
$824K 0.01%
+63,175
1039
$822K 0.01%
+24,153
1040
$820K 0.01%
+7,356
1041
$819K 0.01%
+15,561
1042
$818K 0.01%
+8,828
1043
$818K 0.01%
20,955
-200
1044
$818K 0.01%
+2,970
1045
$816K 0.01%
+25,540
1046
$815K 0.01%
5,886
-3,895
1047
$814K 0.01%
+40,914
1048
$813K 0.01%
11,145
-8,464
1049
$808K 0.01%
14,061
-1,312
1050
$808K 0.01%
+40,342
40 41
42
43 44