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
426
$1.3M 0.04%
10,520
+5,648
427
$1.3M 0.04%
20,008
+990
428
$1.3M 0.04%
37,277
-1,592
429
$1.29M 0.04%
+15,942
430
$1.29M 0.04%
+36,570
431
$1.28M 0.04%
4,679
-2,840
432
$1.28M 0.04%
54,094
+1,173
433
$1.28M 0.04%
+49,125
434
$1.27M 0.04%
+11,323
435
$1.27M 0.04%
8,251
+1,302
436
$1.27M 0.04%
+1,571
437
$1.25M 0.04%
16,053
+1,531
438
$1.24M 0.04%
15,045
+4,422
439
$1.24M 0.04%
+41,074
440
$1.24M 0.04%
+25,599
441
$1.24M 0.04%
+8,693
442
$1.24M 0.04%
13,280
-16,101
443
$1.23M 0.04%
+29,080
444
$1.23M 0.04%
10,644
+448
445
$1.23M 0.04%
8,781
+3,183
446
$1.23M 0.04%
8,628
+2,072
447
$1.22M 0.04%
40,108
+15,184
448
$1.22M 0.04%
8,557
+1,298
449
$1.22M 0.04%
+11,430
450
$1.22M 0.04%
+14,254
16 17
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