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
401
$1.42M 0.05%
+22,912
402
$1.41M 0.05%
+53,952
403
$1.41M 0.05%
+25,706
404
$1.4M 0.05%
9,359
+722
405
$1.4M 0.05%
+21,825
406
$1.39M 0.05%
9,276
-2,886
407
$1.39M 0.05%
25,101
+6,492
408
$1.38M 0.05%
+78,151
409
$1.36M 0.05%
60,058
+1,076
410
$1.36M 0.05%
+35,424
411
$1.35M 0.05%
24,019
-975
412
$1.35M 0.05%
56,424
+7,852
413
$1.34M 0.05%
6,803
+1,576
414
$1.34M 0.05%
5
415
$1.34M 0.05%
76,651
-4,093
416
$1.33M 0.05%
31,874
+9,017
417
$1.33M 0.05%
+34,292
418
$1.33M 0.05%
52,809
-36,644
419
$1.33M 0.05%
45,780
-14,516
420
$1.32M 0.05%
+13,173
421
$1.32M 0.05%
32,340
+1,135
422
$1.31M 0.05%
+23,142
423
$1.31M 0.05%
50,064
+986
424
$1.3M 0.04%
+14,895
425
$1.3M 0.04%
+14,537
15 16
17
18 19