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
1126
$703K 0.01%
+257,649
1127
$701K 0.01%
+5,368
1128
$700K 0.01%
+6,724
1129
$700K 0.01%
+16,970
1130
$700K 0.01%
+12,213
1131
$700K 0.01%
+4,908
1132
$696K 0.01%
+4,689
1133
$696K 0.01%
+5,262
1134
$693K 0.01%
+12,442
1135
$692K 0.01%
+8,774
1136
$692K 0.01%
+15,503
1137
$692K 0.01%
+49,258
1138
$691K 0.01%
14,253
-5,171
1139
$689K 0.01%
+12,094
1140
$684K 0.01%
+16,858
1141
$684K 0.01%
+13,278
1142
$682K 0.01%
36,395
-135,660
1143
$682K 0.01%
+13,444
1144
$680K 0.01%
+32,769
1145
$679K 0.01%
+4,602
1146
$677K 0.01%
+3,297
1147
$676K 0.01%
+17,957
1148
$675K 0.01%
+28,686
1149
$674K 0.01%
+20,929
1150
$674K 0.01%
+6,953
44 45
46
47 48