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
1376
$434K 0.01%
+4,342
1377
$434K 0.01%
+11,310
1378
$434K 0.01%
+5,732
1379
$430K 0.01%
+10,676
1380
$429K 0.01%
+2,661
1381
$428K 0.01%
+16,290
1382
$427K 0.01%
+3,899
1383
$427K 0.01%
+1,758
1384
$427K 0.01%
+7,765
1385
$426K 0.01%
+5,110
1386
$426K 0.01%
+1,008
1387
$425K 0.01%
+2,255
1388
$425K 0.01%
+14,391
1389
$425K 0.01%
+3,016
1390
$424K 0.01%
+5,858
1391
$423K 0.01%
+14,720
1392
$422K 0.01%
+17,120
1393
$422K 0.01%
+12,033
1394
$421K 0.01%
+4,405
1395
$419K 0.01%
+27,189
1396
$418K 0.01%
+14,740
1397
$418K 0.01%
+4,395
1398
$417K 0.01%
+9,460
1399
$416K 0.01%
+18,588
1400
$415K 0.01%
+18,283
54 55
56
57 58