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
1651
$271K ﹤0.01%
11,301
-112,883
1652
$271K ﹤0.01%
+2,502
1653
$270K ﹤0.01%
+9,220
1654
$269K ﹤0.01%
+10,551
1655
$269K ﹤0.01%
+4,948
1656
$268K ﹤0.01%
+3,922
1657
$268K ﹤0.01%
+59,767
1658
$267K ﹤0.01%
+9,897
1659
$266K ﹤0.01%
+11,551
1660
$266K ﹤0.01%
+2,291
1661
$265K ﹤0.01%
+10,833
1662
$264K ﹤0.01%
+10,828
1663
$264K ﹤0.01%
+5,164
1664
$264K ﹤0.01%
+1,484
1665
$263K ﹤0.01%
+2,877
1666
$262K ﹤0.01%
+4,911
1667
$262K ﹤0.01%
+4,628
1668
$262K ﹤0.01%
+3,184
1669
$262K ﹤0.01%
+679
1670
$261K ﹤0.01%
+6,244
1671
$261K ﹤0.01%
+2,421
1672
$259K ﹤0.01%
+3,748
1673
$259K ﹤0.01%
+8,979
1674
$258K ﹤0.01%
+8,478
1675
$258K ﹤0.01%
+10,819
65 66
67
68 69