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
$2.92B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$88M
3
+$71.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$66.9M
5
MSFT icon
Microsoft
MSFT
+$54.3M

Top Sells

1
+$38.2M
2
+$37.6M
3
+$11.1M
4
PSQ icon
ProShares Short QQQ
PSQ
+$9.29M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$9.08M

Sector Composition

1 Technology 11.84%
2 Healthcare 7.62%
3 Financials 5.83%
4 Consumer Discretionary 4.86%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.74M 0.09%
9,211
-727
252
$2.73M 0.09%
+35,989
253
$2.72M 0.09%
+74,158
254
$2.71M 0.09%
115,854
+5,191
255
$2.69M 0.09%
36,511
+8,362
256
$2.67M 0.09%
+72,463
257
$2.67M 0.09%
32,282
-4,236
258
$2.66M 0.09%
10,120
+1,650
259
$2.65M 0.09%
13,926
+6,327
260
$2.62M 0.09%
103,554
+20,797
261
$2.62M 0.09%
+27,366
262
$2.61M 0.09%
+43,227
263
$2.61M 0.09%
12,296
-1,684
264
$2.6M 0.09%
+21,929
265
$2.58M 0.09%
19,353
+1,312
266
$2.53M 0.09%
67,280
-1,050
267
$2.52M 0.09%
+43,142
268
$2.52M 0.09%
60,171
-2,025
269
$2.45M 0.08%
13,060
+11,028
270
$2.44M 0.08%
+14,771
271
$2.43M 0.08%
+35,472
272
$2.42M 0.08%
19,593
+6,644
273
$2.39M 0.08%
+193,356
274
$2.38M 0.08%
78,160
+6,093
275
$2.37M 0.08%
22,877
-31
9 10
11
12 13