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
1576
$307K ﹤0.01%
+10,861
1577
$306K ﹤0.01%
+2,559
1578
$305K ﹤0.01%
+9,101
1579
$305K ﹤0.01%
+9,283
1580
$305K ﹤0.01%
+12,533
1581
$304K ﹤0.01%
+2,251
1582
$303K ﹤0.01%
+8,996
1583
$303K ﹤0.01%
7,302
-101,313
1584
$301K ﹤0.01%
+2,615
1585
$301K ﹤0.01%
+10,186
1586
$299K ﹤0.01%
+22,166
1587
$299K ﹤0.01%
+12,789
1588
$298K ﹤0.01%
+8,772
1589
$298K ﹤0.01%
+4,013
1590
$298K ﹤0.01%
+14,313
1591
$297K ﹤0.01%
+1,678
1592
$297K ﹤0.01%
+4,631
1593
$296K ﹤0.01%
+6,999
1594
$294K ﹤0.01%
+14,709
1595
$294K ﹤0.01%
+1,048
1596
$294K ﹤0.01%
+13,034
1597
$293K ﹤0.01%
+4,498
1598
$293K ﹤0.01%
+4,423
1599
$293K ﹤0.01%
+6,390
1600
$293K ﹤0.01%
+7,672
62 63
64
65 66