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
1451
$379K ﹤0.01%
+1,614
1452
$378K ﹤0.01%
+1,660
1453
$375K ﹤0.01%
+4,361
1454
$374K ﹤0.01%
+4,771
1455
$373K ﹤0.01%
+11,047
1456
$372K ﹤0.01%
+15,802
1457
$372K ﹤0.01%
+2,760
1458
$371K ﹤0.01%
+3,587
1459
$371K ﹤0.01%
+4,406
1460
$371K ﹤0.01%
+15,345
1461
$370K ﹤0.01%
+4,499
1462
$370K ﹤0.01%
+1,448
1463
$370K ﹤0.01%
+8,960
1464
$369K ﹤0.01%
+5,340
1465
$368K ﹤0.01%
+3,388
1466
$368K ﹤0.01%
+5,787
1467
$368K ﹤0.01%
+18,346
1468
$368K ﹤0.01%
+8,964
1469
$367K ﹤0.01%
+2,574
1470
$367K ﹤0.01%
+12,170
1471
$367K ﹤0.01%
+7,631
1472
$366K ﹤0.01%
+10,050
1473
$365K ﹤0.01%
+4,998
1474
$364K ﹤0.01%
+14,937
1475
$364K ﹤0.01%
+2,558
57 58
59
60 61