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
451
$1.21M 0.04%
+22,641
452
$1.21M 0.04%
+8,498
453
$1.21M 0.04%
38,842
+6,009
454
$1.2M 0.04%
+6,868
455
$1.2M 0.04%
+6,534
456
$1.19M 0.04%
3,613
-262
457
$1.19M 0.04%
31,853
+3,933
458
$1.18M 0.04%
24,634
-3,280
459
$1.18M 0.04%
+50,895
460
$1.18M 0.04%
+6,416
461
$1.18M 0.04%
+12,712
462
$1.18M 0.04%
9,545
+629
463
$1.17M 0.04%
+52,782
464
$1.17M 0.04%
+34,555
465
$1.17M 0.04%
16,086
+5,414
466
$1.16M 0.04%
+30,130
467
$1.16M 0.04%
27,139
+1,707
468
$1.15M 0.04%
36,920
+11,052
469
$1.15M 0.04%
4,225
+199
470
$1.14M 0.04%
18,835
+13,161
471
$1.14M 0.04%
+6,036
472
$1.14M 0.04%
44,868
+8,377
473
$1.13M 0.04%
15,054
+3,886
474
$1.13M 0.04%
+47,939
475
$1.12M 0.04%
+5,779
17 18
19
20 21