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
1276
$521K 0.01%
+15,622
1277
$520K 0.01%
+4,130
1278
$519K 0.01%
+11,727
1279
$517K 0.01%
+35,853
1280
$516K 0.01%
+3,914
1281
$515K 0.01%
+1,137
1282
$514K 0.01%
+4,962
1283
$513K 0.01%
+4,154
1284
$513K 0.01%
+10,334
1285
$512K 0.01%
+17,901
1286
$511K 0.01%
+10,118
1287
$511K 0.01%
+13,365
1288
$511K 0.01%
+56,726
1289
$510K 0.01%
2,040
-1,219
1290
$509K 0.01%
+6,027
1291
$508K 0.01%
+10,125
1292
$507K 0.01%
+5,606
1293
$507K 0.01%
+14,031
1294
$506K 0.01%
+6,152
1295
$505K 0.01%
+23,117
1296
$504K 0.01%
+299
1297
$504K 0.01%
10,008
-17,316
1298
$503K 0.01%
+17,195
1299
$503K 0.01%
+9,822
1300
$501K 0.01%
+18,266
50 51
52
53 54