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
1701
$248K ﹤0.01%
+3,066
1702
$248K ﹤0.01%
+11,820
1703
$247K ﹤0.01%
+865
1704
$247K ﹤0.01%
+6,216
1705
$245K ﹤0.01%
+6,075
1706
$245K ﹤0.01%
+2,295
1707
$244K ﹤0.01%
+3,557
1708
$243K ﹤0.01%
+3,593
1709
$243K ﹤0.01%
+11,976
1710
$243K ﹤0.01%
+21,705
1711
$243K ﹤0.01%
+8,962
1712
$243K ﹤0.01%
+3,559
1713
$242K ﹤0.01%
+4,312
1714
$242K ﹤0.01%
+2,103
1715
$241K ﹤0.01%
+4,606
1716
$241K ﹤0.01%
+2,412
1717
$241K ﹤0.01%
+11,251
1718
$241K ﹤0.01%
+7,066
1719
$240K ﹤0.01%
+1,907
1720
$240K ﹤0.01%
+1,715
1721
$239K ﹤0.01%
+8,100
1722
$239K ﹤0.01%
+2,942
1723
$239K ﹤0.01%
+3,738
1724
$239K ﹤0.01%
+116,403
1725
$236K ﹤0.01%
+2,694
67 68
69
70 71