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
1101
$735K 0.01%
26,084
-14,887
1102
$733K 0.01%
+12,929
1103
$730K 0.01%
+4,241
1104
$730K 0.01%
+14,346
1105
$730K 0.01%
+11,786
1106
$729K 0.01%
+5,208
1107
$728K 0.01%
+19,809
1108
$726K 0.01%
+9,058
1109
$720K 0.01%
+9,253
1110
$720K 0.01%
+5,405
1111
$718K 0.01%
+4,974
1112
$718K 0.01%
+10,462
1113
$716K 0.01%
+8,334
1114
$716K 0.01%
+134,835
1115
$714K 0.01%
23,150
-3,872
1116
$713K 0.01%
+7,210
1117
$713K 0.01%
+14,335
1118
$713K 0.01%
+4,899
1119
$713K 0.01%
+44,737
1120
$712K 0.01%
+35,333
1121
$710K 0.01%
+7,475
1122
$710K 0.01%
+5,756
1123
$708K 0.01%
+1,372
1124
$705K 0.01%
+5,958
1125
$704K 0.01%
+1,636
43 44
45
46 47