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
1526
$333K ﹤0.01%
+1,663
1527
$333K ﹤0.01%
+9,748
1528
$333K ﹤0.01%
+1,835
1529
$333K ﹤0.01%
+7,573
1530
$331K ﹤0.01%
+7,482
1531
$331K ﹤0.01%
+12,708
1532
$331K ﹤0.01%
+9,876
1533
$330K ﹤0.01%
+8,308
1534
$329K ﹤0.01%
+8,385
1535
$329K ﹤0.01%
+5,428
1536
$328K ﹤0.01%
+1,132
1537
$328K ﹤0.01%
+4,802
1538
$327K ﹤0.01%
+5,841
1539
$326K ﹤0.01%
+14,595
1540
$326K ﹤0.01%
+10,666
1541
$325K ﹤0.01%
+6,983
1542
$325K ﹤0.01%
+7,083
1543
$324K ﹤0.01%
+11,309
1544
$324K ﹤0.01%
+17,327
1545
$323K ﹤0.01%
+2,231
1546
$323K ﹤0.01%
+3,828
1547
$323K ﹤0.01%
+11,850
1548
$323K ﹤0.01%
+19,719
1549
$322K ﹤0.01%
+15,191
1550
$321K ﹤0.01%
+5,481
60 61
62
63 64