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
426
$334K 0.03%
+8,203
427
$332K 0.03%
13,495
-41,945
428
$325K 0.03%
12,498
-45
429
$323K 0.02%
20,092
-2,194
430
$321K 0.02%
26,094
+1,713
431
$320K 0.02%
9,397
+2,286
432
$320K 0.02%
3,628
-923
433
$319K 0.02%
4,031
+1,052
434
$317K 0.02%
3,941
+221
435
$314K 0.02%
2,161
-5,614
436
$310K 0.02%
+10,075
437
$310K 0.02%
2,678
+190
438
$309K 0.02%
15,072
-4,538
439
$308K 0.02%
11,491
-8,239
440
$306K 0.02%
14,301
+6,254
441
$304K 0.02%
5,812
-1,724
442
$304K 0.02%
+13,647
443
$302K 0.02%
18,162
+601
444
$299K 0.02%
2,993
-1,017
445
$298K 0.02%
3,638
+462
446
$288K 0.02%
17,412
+7,566
447
$286K 0.02%
6,082
-2,005
448
$284K 0.02%
7,969
-9,277
449
$283K 0.02%
14,544
+3,510
450
$279K 0.02%
7,141
-12,907
16 17
18
19 20