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
1151
$673K 0.01%
+23,515
1152
$672K 0.01%
+10,700
1153
$671K 0.01%
+13,323
1154
$670K 0.01%
+6,737
1155
$669K 0.01%
+1,426
1156
$669K 0.01%
+8,949
1157
$668K 0.01%
+2,434
1158
$665K 0.01%
29,861
-13,464
1159
$665K 0.01%
+10,621
1160
$665K 0.01%
+7,027
1161
$663K 0.01%
+14,874
1162
$662K 0.01%
+13,260
1163
$661K 0.01%
+2,422
1164
$658K 0.01%
+6,379
1165
$658K 0.01%
+22,811
1166
$658K 0.01%
+5,703
1167
$657K 0.01%
+4,026
1168
$656K 0.01%
+24,683
1169
$655K 0.01%
+8,507
1170
$654K 0.01%
+6,247
1171
$653K 0.01%
+35,280
1172
$650K 0.01%
+21,340
1173
$649K 0.01%
+16,005
1174
$648K 0.01%
15,649
-36,266
1175
$647K 0.01%
+3,711
45 46
47
48 49