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
1826
$194K ﹤0.01%
+10,947
1827
$194K ﹤0.01%
+10,676
1828
$190K ﹤0.01%
+18,149
1829
$188K ﹤0.01%
+57,207
1830
$188K ﹤0.01%
+24,886
1831
$187K ﹤0.01%
+12,266
1832
$182K ﹤0.01%
10,215
-206,155
1833
$180K ﹤0.01%
+24,362
1834
$179K ﹤0.01%
+16,176
1835
$177K ﹤0.01%
+20,813
1836
$176K ﹤0.01%
+39,707
1837
$173K ﹤0.01%
+19,262
1838
$173K ﹤0.01%
+10,004
1839
$169K ﹤0.01%
+10,688
1840
$168K ﹤0.01%
+24,591
1841
$161K ﹤0.01%
+12,544
1842
$160K ﹤0.01%
+10,979
1843
$160K ﹤0.01%
+11,023
1844
$160K ﹤0.01%
+42,269
1845
$160K ﹤0.01%
+19,920
1846
$158K ﹤0.01%
+11,533
1847
$157K ﹤0.01%
+15,628
1848
$155K ﹤0.01%
+28,250
1849
$155K ﹤0.01%
+12,246
1850
$153K ﹤0.01%
+11,531
72 73
74
75 76