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
1776
$216K ﹤0.01%
+3,462
1777
$216K ﹤0.01%
+13,717
1778
$215K ﹤0.01%
+3,364
1779
$215K ﹤0.01%
+6,715
1780
$215K ﹤0.01%
+6,224
1781
$215K ﹤0.01%
+2,544
1782
$215K ﹤0.01%
+2,948
1783
$214K ﹤0.01%
+3,492
1784
$214K ﹤0.01%
+6,096
1785
$214K ﹤0.01%
+19,246
1786
$214K ﹤0.01%
+3,446
1787
$213K ﹤0.01%
+1,510
1788
$213K ﹤0.01%
+13,110
1789
$213K ﹤0.01%
+1,205
1790
$213K ﹤0.01%
+4,261
1791
$212K ﹤0.01%
+6,255
1792
$212K ﹤0.01%
+24,128
1793
$212K ﹤0.01%
+8,869
1794
$212K ﹤0.01%
+4,044
1795
$210K ﹤0.01%
+4,673
1796
$210K ﹤0.01%
+6,647
1797
$210K ﹤0.01%
+4,925
1798
$210K ﹤0.01%
+6,684
1799
$209K ﹤0.01%
+4,693
1800
$209K ﹤0.01%
+1,940
70 71
72
73 74