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
1201
$616K 0.01%
+3,623
1202
$616K 0.01%
+20,152
1203
$615K 0.01%
+4,767
1204
$614K 0.01%
+6,337
1205
$614K 0.01%
10,637
-6,863
1206
$614K 0.01%
+4,749
1207
$613K 0.01%
+24,068
1208
$610K 0.01%
+1,185
1209
$609K 0.01%
+26,535
1210
$608K 0.01%
+8,289
1211
$608K 0.01%
10,028
-8,502
1212
$605K 0.01%
+24,043
1213
$604K 0.01%
29,571
-61,687
1214
$602K 0.01%
+7,643
1215
$601K 0.01%
1,947
-6,308
1216
$598K 0.01%
6,774
-5,671
1217
$598K 0.01%
15,986
-15,705
1218
$595K 0.01%
+9,156
1219
$595K 0.01%
+24,318
1220
$590K 0.01%
+803
1221
$589K 0.01%
+8,999
1222
$588K 0.01%
+5,692
1223
$585K 0.01%
+3,491
1224
$584K 0.01%
+23,053
1225
$582K 0.01%
+2,604
47 48
49
50 51