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
1626
$282K ﹤0.01%
+5,996
1627
$281K ﹤0.01%
+1,693
1628
$281K ﹤0.01%
+9,998
1629
$281K ﹤0.01%
+1,518
1630
$280K ﹤0.01%
+5,961
1631
$279K ﹤0.01%
+31,840
1632
$278K ﹤0.01%
+2,723
1633
$278K ﹤0.01%
+2,037
1634
$277K ﹤0.01%
+2,829
1635
$277K ﹤0.01%
+12,560
1636
$277K ﹤0.01%
+2,015
1637
$277K ﹤0.01%
+14,611
1638
$276K ﹤0.01%
+28,942
1639
$276K ﹤0.01%
+3,260
1640
$275K ﹤0.01%
+5,834
1641
$275K ﹤0.01%
+2,941
1642
$275K ﹤0.01%
+14,574
1643
$274K ﹤0.01%
+5,054
1644
$273K ﹤0.01%
+13,756
1645
$272K ﹤0.01%
+12,660
1646
$272K ﹤0.01%
+2,652
1647
$272K ﹤0.01%
+9,721
1648
$272K ﹤0.01%
+12,800
1649
$271K ﹤0.01%
+8,413
1650
$271K ﹤0.01%
+7,406
64 65
66
67 68