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
1401
$414K 0.01%
+83,964
1402
$414K 0.01%
+14,038
1403
$411K 0.01%
+3,776
1404
$411K 0.01%
+4,597
1405
$411K 0.01%
+5,378
1406
$410K 0.01%
25,305
-61,960
1407
$410K 0.01%
+44,247
1408
$410K 0.01%
+7,381
1409
$409K 0.01%
+4,156
1410
$409K 0.01%
+43,013
1411
$408K 0.01%
+9,575
1412
$407K 0.01%
+12,003
1413
$406K 0.01%
+2,671
1414
$404K 0.01%
+9,436
1415
$400K 0.01%
+6,439
1416
$400K 0.01%
+17,451
1417
$398K 0.01%
+1,508
1418
$398K 0.01%
4,165
-5,935
1419
$398K 0.01%
+27,095
1420
$397K 0.01%
+17,823
1421
$397K 0.01%
15,187
-68,022
1422
$395K 0.01%
+15,652
1423
$395K 0.01%
+11,948
1424
$395K 0.01%
+13,537
1425
$394K 0.01%
+9,676
55 56
57
58 59