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
1326
$478K 0.01%
+4,679
1327
$477K 0.01%
+2,780
1328
$477K 0.01%
+2,541
1329
$477K 0.01%
+2,827
1330
$477K 0.01%
+3,711
1331
$476K 0.01%
+5,039
1332
$475K 0.01%
+6,766
1333
$473K 0.01%
+2,539
1334
$473K 0.01%
+4,379
1335
$472K 0.01%
+8,814
1336
$470K 0.01%
+9,198
1337
$469K 0.01%
+7,870
1338
$468K 0.01%
+13,317
1339
$468K 0.01%
+8,740
1340
$467K 0.01%
+9,906
1341
$467K 0.01%
+10,731
1342
$467K 0.01%
+6,559
1343
$466K 0.01%
+33,178
1344
$465K 0.01%
+22,174
1345
$464K 0.01%
+12,429
1346
$461K 0.01%
+15,859
1347
$461K 0.01%
+5,113
1348
$458K 0.01%
+10,522
1349
$458K 0.01%
+13,312
1350
$457K 0.01%
+15,866
52 53
54
55 56