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
1226
$580K 0.01%
+13,058
1227
$579K 0.01%
+15,648
1228
$577K 0.01%
+55,742
1229
$577K 0.01%
+6,848
1230
$576K 0.01%
+22,957
1231
$576K 0.01%
+12,751
1232
$576K 0.01%
+17,111
1233
$573K 0.01%
+12,257
1234
$573K 0.01%
5,729
-5,145
1235
$572K 0.01%
+13,100
1236
$572K 0.01%
+10,007
1237
$572K 0.01%
+30,397
1238
$572K 0.01%
+19,524
1239
$570K 0.01%
+7,279
1240
$569K 0.01%
+22,974
1241
$569K 0.01%
+4,386
1242
$568K 0.01%
+27,879
1243
$567K 0.01%
+41,963
1244
$567K 0.01%
+14,328
1245
$566K 0.01%
+7,087
1246
$566K 0.01%
+5,341
1247
$564K 0.01%
+30,717
1248
$562K 0.01%
+14,772
1249
$561K 0.01%
+12,042
1250
$559K 0.01%
+8,608
48 49
50
51 52