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
1801
$209K ﹤0.01%
+12,030
1802
$209K ﹤0.01%
+17,220
1803
$208K ﹤0.01%
+10,755
1804
$208K ﹤0.01%
+5,174
1805
$207K ﹤0.01%
+7,647
1806
$207K ﹤0.01%
+2,768
1807
$207K ﹤0.01%
+3,083
1808
$205K ﹤0.01%
+29,413
1809
$205K ﹤0.01%
+10,530
1810
$205K ﹤0.01%
+3,048
1811
$205K ﹤0.01%
+4,144
1812
$204K ﹤0.01%
+17,017
1813
$204K ﹤0.01%
+5,177
1814
$204K ﹤0.01%
+5,066
1815
$203K ﹤0.01%
+4,698
1816
$203K ﹤0.01%
+8,121
1817
$203K ﹤0.01%
+3,265
1818
$202K ﹤0.01%
+3,528
1819
$202K ﹤0.01%
+2,571
1820
$201K ﹤0.01%
+2,190
1821
$201K ﹤0.01%
+12,064
1822
$201K ﹤0.01%
+4,661
1823
$200K ﹤0.01%
+1,634
1824
$200K ﹤0.01%
+3,033
1825
$199K ﹤0.01%
+17,516
71 72
73
74 75