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
1601
$293K ﹤0.01%
+9,885
1602
$292K ﹤0.01%
6,441
-47,935
1603
$292K ﹤0.01%
+5,322
1604
$291K ﹤0.01%
+3,492
1605
$291K ﹤0.01%
+1,837
1606
$291K ﹤0.01%
+4,142
1607
$290K ﹤0.01%
+6,307
1608
$290K ﹤0.01%
+3,470
1609
$290K ﹤0.01%
+8,148
1610
$290K ﹤0.01%
+2,951
1611
$289K ﹤0.01%
+4,698
1612
$289K ﹤0.01%
+4,758
1613
$289K ﹤0.01%
+8,701
1614
$289K ﹤0.01%
+3,504
1615
$288K ﹤0.01%
+4,033
1616
$287K ﹤0.01%
+4,849
1617
$286K ﹤0.01%
+10,796
1618
$286K ﹤0.01%
+11,447
1619
$286K ﹤0.01%
+788
1620
$285K ﹤0.01%
+3,800
1621
$285K ﹤0.01%
+5,257
1622
$284K ﹤0.01%
+15,920
1623
$284K ﹤0.01%
+21,923
1624
$283K ﹤0.01%
+8,848
1625
$282K ﹤0.01%
+10,642
63 64
65
66 67