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
1726
$236K ﹤0.01%
+14,331
1727
$236K ﹤0.01%
+11,181
1728
$236K ﹤0.01%
+23,648
1729
$235K ﹤0.01%
+4,444
1730
$235K ﹤0.01%
+4,358
1731
$235K ﹤0.01%
+6,673
1732
$235K ﹤0.01%
8,116
-28,767
1733
$234K ﹤0.01%
+4,090
1734
$233K ﹤0.01%
+7,628
1735
$232K ﹤0.01%
+4,829
1736
$232K ﹤0.01%
+4,062
1737
$232K ﹤0.01%
+4,851
1738
$231K ﹤0.01%
+944
1739
$230K ﹤0.01%
+2,828
1740
$230K ﹤0.01%
+10,072
1741
$230K ﹤0.01%
+2,134
1742
$229K ﹤0.01%
+766
1743
$229K ﹤0.01%
+5,059
1744
$228K ﹤0.01%
+768
1745
$228K ﹤0.01%
+5,567
1746
$228K ﹤0.01%
+4,072
1747
$227K ﹤0.01%
+2,208
1748
$227K ﹤0.01%
+3,240
1749
$225K ﹤0.01%
+1,918
1750
$225K ﹤0.01%
+1,680
68 69
70
71 72