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
376
$1.52M 0.05%
15,825
-91,025
377
$1.52M 0.05%
25,096
-3,308
378
$1.51M 0.05%
124,218
+18,357
379
$1.51M 0.05%
+41,368
380
$1.5M 0.05%
13,202
-809
381
$1.5M 0.05%
17,983
-23,728
382
$1.5M 0.05%
+27,518
383
$1.49M 0.05%
+13,832
384
$1.48M 0.05%
54,545
+17,285
385
$1.48M 0.05%
+5,386
386
$1.47M 0.05%
8,740
+186
387
$1.47M 0.05%
+85,613
388
$1.47M 0.05%
8,609
+2,256
389
$1.46M 0.05%
+8,364
390
$1.45M 0.05%
19,019
+3,182
391
$1.45M 0.05%
39,744
-6,782
392
$1.45M 0.05%
17,789
-5,480
393
$1.45M 0.05%
+33,264
394
$1.44M 0.05%
+18,386
395
$1.43M 0.05%
+20,715
396
$1.43M 0.05%
+46,847
397
$1.43M 0.05%
24,906
+3,979
398
$1.42M 0.05%
+8,326
399
$1.42M 0.05%
39,903
+3,002
400
$1.42M 0.05%
+13,293
14 15
16
17 18