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
1676
$258K ﹤0.01%
+10,905
1677
$258K ﹤0.01%
+4,829
1678
$258K ﹤0.01%
+6,637
1679
$257K ﹤0.01%
+11,676
1680
$257K ﹤0.01%
6,323
-36,121
1681
$257K ﹤0.01%
+12,350
1682
$256K ﹤0.01%
+5,230
1683
$255K ﹤0.01%
+3,926
1684
$255K ﹤0.01%
+2,456
1685
$254K ﹤0.01%
+4,614
1686
$253K ﹤0.01%
+6,113
1687
$253K ﹤0.01%
+19,203
1688
$253K ﹤0.01%
+9,625
1689
$252K ﹤0.01%
+4,459
1690
$252K ﹤0.01%
+3,102
1691
$251K ﹤0.01%
+4,826
1692
$250K ﹤0.01%
+59,173
1693
$250K ﹤0.01%
+893
1694
$250K ﹤0.01%
+17,865
1695
$250K ﹤0.01%
+8,925
1696
$249K ﹤0.01%
+11,461
1697
$249K ﹤0.01%
+3,640
1698
$249K ﹤0.01%
+4,684
1699
$249K ﹤0.01%
+19,927
1700
$248K ﹤0.01%
+4,946
66 67
68
69 70