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
1176
$645K 0.01%
+31,902
1177
$645K 0.01%
+2,168
1178
$645K 0.01%
+9,060
1179
$644K 0.01%
+4,416
1180
$642K 0.01%
+34,682
1181
$642K 0.01%
+12,831
1182
$640K 0.01%
+38,166
1183
$640K 0.01%
+27,898
1184
$637K 0.01%
+23,030
1185
$636K 0.01%
+3,023
1186
$634K 0.01%
+4,364
1187
$631K 0.01%
+9,829
1188
$629K 0.01%
+21,730
1189
$628K 0.01%
+14,489
1190
$628K 0.01%
+16,657
1191
$627K 0.01%
+10,165
1192
$626K 0.01%
+13,274
1193
$622K 0.01%
+67,855
1194
$621K 0.01%
+16,150
1195
$621K 0.01%
+8,681
1196
$621K 0.01%
+2,341
1197
$620K 0.01%
+15,887
1198
$620K 0.01%
+58,585
1199
$620K 0.01%
+12,454
1200
$619K 0.01%
+4,784
46 47
48
49 50