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
1501
$349K ﹤0.01%
+11,122
1502
$348K ﹤0.01%
+4,212
1503
$347K ﹤0.01%
+13,083
1504
$345K ﹤0.01%
+997
1505
$345K ﹤0.01%
+8,430
1506
$345K ﹤0.01%
+5,601
1507
$344K ﹤0.01%
+11,032
1508
$344K ﹤0.01%
+12,461
1509
$343K ﹤0.01%
7,442
-20,647
1510
$343K ﹤0.01%
+22,624
1511
$342K ﹤0.01%
+12,961
1512
$341K ﹤0.01%
+17,059
1513
$339K ﹤0.01%
+6,162
1514
$339K ﹤0.01%
+5,448
1515
$339K ﹤0.01%
+9,549
1516
$337K ﹤0.01%
+5,003
1517
$337K ﹤0.01%
+10,678
1518
$337K ﹤0.01%
+11,209
1519
$337K ﹤0.01%
+16,229
1520
$337K ﹤0.01%
+7,796
1521
$336K ﹤0.01%
+9,736
1522
$335K ﹤0.01%
+2,298
1523
$335K ﹤0.01%
+2,222
1524
$334K ﹤0.01%
+27,309
1525
$334K ﹤0.01%
+11,754
59 60
61
62 63