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
1251
$554K 0.01%
+9,678
1252
$553K 0.01%
+74,365
1253
$552K 0.01%
+10,330
1254
$550K 0.01%
+40,008
1255
$549K 0.01%
+8,019
1256
$549K 0.01%
+12,727
1257
$545K 0.01%
+11,170
1258
$544K 0.01%
+9,917
1259
$543K 0.01%
21,029
-8,123
1260
$543K 0.01%
+5,788
1261
$542K 0.01%
+93,852
1262
$539K 0.01%
+3,066
1263
$539K 0.01%
+13,833
1264
$538K 0.01%
+4,429
1265
$538K 0.01%
+2,336
1266
$538K 0.01%
+60,752
1267
$535K 0.01%
+18,816
1268
$531K 0.01%
+9,300
1269
$531K 0.01%
+8,505
1270
$528K 0.01%
+17,807
1271
$526K 0.01%
+18,834
1272
$525K 0.01%
+9,280
1273
$524K 0.01%
+7,637
1274
$524K 0.01%
+3,843
1275
$522K 0.01%
12,572
-12,464
49 50
51
52 53