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
1851
$152K ﹤0.01%
+10,429
1852
$146K ﹤0.01%
+10,656
1853
$146K ﹤0.01%
+10,501
1854
$145K ﹤0.01%
+16,018
1855
$142K ﹤0.01%
+39,648
1856
$137K ﹤0.01%
+16,320
1857
$129K ﹤0.01%
+22,559
1858
$125K ﹤0.01%
+11,371
1859
$123K ﹤0.01%
+14,670
1860
$119K ﹤0.01%
+12,028
1861
$119K ﹤0.01%
+10,134
1862
$115K ﹤0.01%
+26,325
1863
$109K ﹤0.01%
+2,727
1864
$103K ﹤0.01%
+47,943
1865
$102K ﹤0.01%
+33,372
1866
$100K ﹤0.01%
+11,644
1867
$100K ﹤0.01%
+13,433
1868
$98.7K ﹤0.01%
+16,215
1869
$97.1K ﹤0.01%
+88,253
1870
$96.6K ﹤0.01%
+10,148
1871
$94.5K ﹤0.01%
12,026
-177,721
1872
$90.9K ﹤0.01%
+20,190
1873
$89.1K ﹤0.01%
+31,822
1874
$87.7K ﹤0.01%
+10,824
1875
$86.8K ﹤0.01%
+13,060
73 74
75
76 77