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
1476
$363K ﹤0.01%
+6,508
1477
$363K ﹤0.01%
+30,152
1478
$363K ﹤0.01%
+7,638
1479
$361K ﹤0.01%
+19,203
1480
$361K ﹤0.01%
+2,248
1481
$359K ﹤0.01%
+21,163
1482
$358K ﹤0.01%
+22,053
1483
$358K ﹤0.01%
+1,964
1484
$358K ﹤0.01%
+2,580
1485
$357K ﹤0.01%
+1,868
1486
$356K ﹤0.01%
+4,039
1487
$355K ﹤0.01%
+5,125
1488
$354K ﹤0.01%
+23,260
1489
$354K ﹤0.01%
8,784
-20,465
1490
$354K ﹤0.01%
+6,263
1491
$354K ﹤0.01%
+9,072
1492
$353K ﹤0.01%
+8,382
1493
$353K ﹤0.01%
+4,199
1494
$352K ﹤0.01%
+6,728
1495
$352K ﹤0.01%
+9,001
1496
$351K ﹤0.01%
+3,985
1497
$351K ﹤0.01%
+2,868
1498
$350K ﹤0.01%
+4,871
1499
$350K ﹤0.01%
+2,217
1500
$350K ﹤0.01%
+9,712
58 59
60
61 62