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
1901
$25.1K ﹤0.01%
+10,803
1902
$23.1K ﹤0.01%
+10,028
1903
$22.6K ﹤0.01%
+11,165
1904
$16.2K ﹤0.01%
+11,830
1905
$14.6K ﹤0.01%
+12,572
1906
$11.7K ﹤0.01%
+371
1907
$2.81K ﹤0.01%
+4,700
1908
– –
-14,940
1909
– –
-22,254
1910
– –
-77,844
1911
– –
-160,333
1912
– –
-13,327
1913
– –
-21,844
1914
– –
-108,133
1915
– –
-59,249
1916
– –
-59,503
1917
– –
-43,650
1918
– –
-7,712
73 74 75 76
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