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
1301
$499K 0.01%
+3,444
1302
$499K 0.01%
+6,810
1303
$498K 0.01%
+23,513
1304
$496K 0.01%
+11,480
1305
$496K 0.01%
+16,964
1306
$494K 0.01%
+26,353
1307
$494K 0.01%
+3,086
1308
$491K 0.01%
+6,069
1309
$491K 0.01%
+5,173
1310
$490K 0.01%
+2,384
1311
$490K 0.01%
+2,232
1312
$490K 0.01%
+36,786
1313
$490K 0.01%
+9,326
1314
$489K 0.01%
+12,630
1315
$488K 0.01%
+6,721
1316
$487K 0.01%
12,855
-70,795
1317
$486K 0.01%
+6,788
1318
$486K 0.01%
+8,086
1319
$485K 0.01%
+2,021
1320
$484K 0.01%
+7,249
1321
$484K 0.01%
+6,527
1322
$483K 0.01%
+3,636
1323
$482K 0.01%
+18,231
1324
$480K 0.01%
+18,870
1325
$479K 0.01%
+4,389
51 52
53
54 55