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
1076
$767K 0.01%
+16,958
1077
$765K 0.01%
+10,310
1078
$764K 0.01%
+11,027
1079
$764K 0.01%
6,433
-3,543
1080
$763K 0.01%
+22,048
1081
$762K 0.01%
+20,567
1082
$761K 0.01%
+18,183
1083
$761K 0.01%
+7,720
1084
$760K 0.01%
+1,876
1085
$758K 0.01%
7,330
-2,289
1086
$757K 0.01%
+68,140
1087
$756K 0.01%
24,571
-40,379
1088
$754K 0.01%
+13,361
1089
$753K 0.01%
+45,165
1090
$753K 0.01%
+20,466
1091
$753K 0.01%
+31,145
1092
$750K 0.01%
+32,763
1093
$750K 0.01%
+11,234
1094
$749K 0.01%
+3,962
1095
$748K 0.01%
+14,699
1096
$746K 0.01%
17,258
-6,258
1097
$745K 0.01%
6,845
-5,206
1098
$745K 0.01%
+9,161
1099
$744K 0.01%
+6,428
1100
$737K 0.01%
+2,721
42 43
44
45 46