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
301
$2.05M 0.07%
17,627
-2,898
302
$2.04M 0.07%
44,389
+7,194
303
$2.03M 0.07%
12,532
+396
304
$2.03M 0.07%
+30,484
305
$2.02M 0.07%
133,047
-52,918
306
$2.02M 0.07%
+145,730
307
$2.01M 0.07%
40,500
-20,309
308
$2.01M 0.07%
26,648
+2,404
309
$2M 0.07%
+11,124
310
$2M 0.07%
+28,005
311
$2M 0.07%
+37,916
312
$1.99M 0.07%
42,494
+35,247
313
$1.97M 0.07%
16,022
+230
314
$1.97M 0.07%
49,246
+6,551
315
$1.96M 0.07%
65,477
-97,118
316
$1.95M 0.07%
26,195
+4,307
317
$1.95M 0.07%
186,844
+23,644
318
$1.95M 0.07%
+37,116
319
$1.94M 0.07%
22,139
+1,628
320
$1.94M 0.07%
18,272
-40,624
321
$1.92M 0.07%
18,053
+515
322
$1.91M 0.07%
+22,007
323
$1.9M 0.07%
+9,907
324
$1.89M 0.06%
23,761
-39,892
325
$1.88M 0.06%
33,526
+9,558
11 12
13
14 15