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
1426
$394K 0.01%
+20,296
1427
$394K 0.01%
+7,462
1428
$393K 0.01%
+10,312
1429
$393K 0.01%
+6,825
1430
$393K 0.01%
+23,098
1431
$392K 0.01%
+3,243
1432
$391K 0.01%
+25,009
1433
$391K 0.01%
+4,283
1434
$391K 0.01%
+2,936
1435
$390K 0.01%
+14,807
1436
$388K 0.01%
+3,870
1437
$388K 0.01%
+44,850
1438
$387K 0.01%
+19,599
1439
$385K 0.01%
+9,045
1440
$385K 0.01%
+20,709
1441
$385K 0.01%
+6,764
1442
$384K 0.01%
+24,163
1443
$384K 0.01%
+2,241
1444
$384K 0.01%
+2,496
1445
$384K 0.01%
+12,395
1446
$382K 0.01%
+6,684
1447
$382K ﹤0.01%
+1,199
1448
$380K ﹤0.01%
+35,651
1449
$379K ﹤0.01%
+3,340
1450
$379K ﹤0.01%
+8,143
56 57
58
59 60