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
351
$1.73M 0.06%
62,690
+954
352
$1.72M 0.06%
19,366
+1,994
353
$1.72M 0.06%
+35,622
354
$1.72M 0.06%
+19,424
355
$1.72M 0.06%
7,361
-1,842
356
$1.72M 0.06%
33,635
+4,290
357
$1.71M 0.06%
33,622
+6,802
358
$1.71M 0.06%
+51,823
359
$1.7M 0.06%
+40,024
360
$1.69M 0.06%
38,506
+1,150
361
$1.69M 0.06%
+28,243
362
$1.68M 0.06%
15,693
+132
363
$1.66M 0.06%
+31,158
364
$1.66M 0.06%
77,128
+2,558
365
$1.66M 0.06%
+25,440
366
$1.65M 0.06%
+12,298
367
$1.62M 0.06%
53,478
-2,410
368
$1.62M 0.06%
55,893
+7,038
369
$1.61M 0.06%
+5,127
370
$1.61M 0.06%
+33,204
371
$1.6M 0.05%
50,775
-15,988
372
$1.55M 0.05%
13,630
+6,913
373
$1.55M 0.05%
5,779
+167
374
$1.54M 0.05%
+43,454
375
$1.53M 0.05%
14,990
+827
13 14
15
16 17