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
276
$2.34M 0.08%
5,766
+131
277
$2.29M 0.08%
32,956
+9,887
278
$2.27M 0.08%
42,945
+5,628
279
$2.27M 0.08%
+44,889
280
$2.27M 0.08%
73,848
+63,773
281
$2.26M 0.08%
+32,590
282
$2.26M 0.08%
24,656
-421
283
$2.25M 0.08%
+87,409
284
$2.25M 0.08%
159,117
+14,803
285
$2.21M 0.08%
+11,087
286
$2.18M 0.07%
2,215
+102
287
$2.17M 0.07%
+48,647
288
$2.17M 0.07%
+30,128
289
$2.17M 0.07%
43,089
+22,801
290
$2.16M 0.07%
+176,304
291
$2.14M 0.07%
22,539
+16,819
292
$2.14M 0.07%
+213,523
293
$2.14M 0.07%
+102,584
294
$2.13M 0.07%
16,291
+4,494
295
$2.12M 0.07%
+97,898
296
$2.1M 0.07%
+6,739
297
$2.09M 0.07%
57,768
-1,190
298
$2.09M 0.07%
6,257
-622
299
$2.05M 0.07%
+38,158
300
$2.05M 0.07%
12,619
+2,006
10 11
12
13 14