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
1551
$320K ﹤0.01%
+6,055
1552
$319K ﹤0.01%
+9,216
1553
$319K ﹤0.01%
+79,884
1554
$318K ﹤0.01%
+1,692
1555
$318K ﹤0.01%
+2,537
1556
$318K ﹤0.01%
+10,144
1557
$318K ﹤0.01%
+1,872
1558
$317K ﹤0.01%
+2,750
1559
$315K ﹤0.01%
+4,108
1560
$314K ﹤0.01%
+6,574
1561
$313K ﹤0.01%
17,778
-37,286
1562
$312K ﹤0.01%
+1,485
1563
$312K ﹤0.01%
+55,337
1564
$312K ﹤0.01%
+10,897
1565
$312K ﹤0.01%
+6,611
1566
$312K ﹤0.01%
+11,572
1567
$311K ﹤0.01%
+6,961
1568
$311K ﹤0.01%
+9,286
1569
$311K ﹤0.01%
+30,736
1570
$311K ﹤0.01%
+3,294
1571
$311K ﹤0.01%
+16,940
1572
$311K ﹤0.01%
+7,210
1573
$311K ﹤0.01%
+7,534
1574
$309K ﹤0.01%
+8,874
1575
$309K ﹤0.01%
+6,545
61 62
63
64 65