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
1751
$225K ﹤0.01%
+16,242
1752
$225K ﹤0.01%
+4,243
1753
$225K ﹤0.01%
+10,007
1754
$224K ﹤0.01%
+5,803
1755
$224K ﹤0.01%
+18,887
1756
$223K ﹤0.01%
+14,218
1757
$222K ﹤0.01%
+3,911
1758
$222K ﹤0.01%
+11,387
1759
$222K ﹤0.01%
+3,151
1760
$221K ﹤0.01%
+4,260
1761
$221K ﹤0.01%
+7,742
1762
$221K ﹤0.01%
+4,613
1763
$221K ﹤0.01%
+20,260
1764
$221K ﹤0.01%
+5,134
1765
$221K ﹤0.01%
+4,309
1766
$221K ﹤0.01%
+9,142
1767
$220K ﹤0.01%
+7,902
1768
$220K ﹤0.01%
+5,731
1769
$219K ﹤0.01%
+5,640
1770
$218K ﹤0.01%
+4,489
1771
$218K ﹤0.01%
+15,860
1772
$218K ﹤0.01%
+571
1773
$218K ﹤0.01%
+6,071
1774
$216K ﹤0.01%
+1,234
1775
$216K ﹤0.01%
+5,295