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
401
$379K 0.03%
4,316
+528
402
$376K 0.03%
15,937
-16,844
403
$375K 0.03%
9,956
-2,328
404
$374K 0.03%
+37,139
405
$374K 0.03%
1,766
-4,469
406
$373K 0.03%
9,764
-1,023
407
$368K 0.03%
7,655
-2,737
408
$367K 0.03%
7,724
+1,224
409
$366K 0.03%
13,830
-1,462
410
$365K 0.03%
12,810
-400
411
$363K 0.03%
12,441
-4,106
412
$362K 0.03%
13,479
-74
413
$357K 0.03%
6,182
+908
414
$356K 0.03%
+4,971
415
$355K 0.03%
124,156
+14,664
416
$352K 0.03%
7,561
+1,158
417
$350K 0.03%
13,022
+1,956
418
$343K 0.03%
12,950
-137
419
$343K 0.03%
7,134
-1,308
420
$342K 0.03%
8,104
+2,343
421
$342K 0.03%
7,247
-11,655
422
$342K 0.03%
7,852
+1,438
423
$341K 0.03%
+21,607
424
$340K 0.03%
20,138
-22,507
425
$338K 0.03%
+17,510
15 16
17
18 19