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
451
$279K 0.02%
+307
452
$277K 0.02%
+3,987
453
$277K 0.02%
6,246
-1,067
454
$277K 0.02%
3,097
-600
455
$275K 0.02%
5,796
+1,448
456
$274K 0.02%
11,051
-2,301
457
$272K 0.02%
11,731
+1,542
458
$272K 0.02%
5,674
-24,976
459
$268K 0.02%
56,459
+2,510
460
$267K 0.02%
11,922
+813
461
$265K 0.02%
2,032
+611
462
$262K 0.02%
+6,375
463
$261K 0.02%
+7,770
464
$260K 0.02%
10,396
+1,590
465
$260K 0.02%
7,952
-1,525
466
$258K 0.02%
+6,855
467
$258K 0.02%
2,427
-156
468
$257K 0.02%
24,318
+1,320
469
$255K 0.02%
37,848
-1,745
470
$254K 0.02%
9,556
+2,754
471
$252K 0.02%
10,178
+2,427
472
$252K 0.02%
29,673
-11,752
473
$252K 0.02%
3,301
+240
474
$251K 0.02%
+18,759
475
$250K 0.02%
+10,491
17 18
19
20 21