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
1051
$807K 0.01%
+5,780
1052
$807K 0.01%
+8,130
1053
$807K 0.01%
+39,137
1054
$804K 0.01%
+18,390
1055
$800K 0.01%
10,268
-4,032
1056
$799K 0.01%
+12,722
1057
$799K 0.01%
+9,545
1058
$796K 0.01%
+6,887
1059
$791K 0.01%
+37,065
1060
$790K 0.01%
+8,429
1061
$785K 0.01%
+22,985
1062
$784K 0.01%
+14,981
1063
$784K 0.01%
17,160
-11,189
1064
$784K 0.01%
11,138
-4,878
1065
$779K 0.01%
+7,139
1066
$777K 0.01%
+12,616
1067
$776K 0.01%
38,342
-15,207
1068
$776K 0.01%
12,160
-1
1069
$774K 0.01%
+8,822
1070
$773K 0.01%
+13,838
1071
$770K 0.01%
+43,846
1072
$769K 0.01%
+28,584
1073
$769K 0.01%
+6,705
1074
$769K 0.01%
+48,619
1075
$768K 0.01%
20,080
-13,819
41 42
43
44 45