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
$1.3B
AUM Growth
-$2.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$15.9M
3
+$12.1M
4
PSQ icon
ProShares Short QQQ
PSQ
+$9.29M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$9.19M

Top Sells

1
+$116M
2
+$66.7M
3
+$66.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$59.8M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$55.7M

Sector Composition

1 Technology 10.6%
2 Financials 8.68%
3 Healthcare 8.37%
4 Communication Services 6.73%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$437K 0.03%
10,168
+930
377
$436K 0.03%
+273
378
$435K 0.03%
9,552
+1,151
379
$434K 0.03%
16,882
-11,629
380
$434K 0.03%
21,472
+1,266
381
$431K 0.03%
5,153
-24,117
382
$427K 0.03%
8,274
+725
383
$427K 0.03%
5,701
-1,275
384
$424K 0.03%
31,023
+3,006
385
$424K 0.03%
19,568
-651
386
$421K 0.03%
13,921
-1,842,454
387
$420K 0.03%
17,784
+6,111
388
$420K 0.03%
31,478
+1,580
389
$418K 0.03%
4,345
-6,875
390
$415K 0.03%
+7,221
391
$406K 0.03%
1,158
+247
392
$406K 0.03%
7,465
+1,656
393
$404K 0.03%
6,797
+384
394
$400K 0.03%
8,508
-82,942
395
$396K 0.03%
5,796
-189
396
$394K 0.03%
10,196
-1,504
397
$394K 0.03%
3,497
-1,812
398
$390K 0.03%
22,593
+11,318
399
$389K 0.03%
3,530
-5,839
400
$388K 0.03%
4,891
+2,007
14 15
16
17 18