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
476
$249K 0.02%
6,280
-320
477
$246K 0.02%
+9,567
478
$245K 0.02%
5,546
-23,980
479
$244K 0.02%
7,796
-9,511
480
$243K 0.02%
+4,777
481
$243K 0.02%
+3,378
482
$242K 0.02%
7,095
-2,955
483
$241K 0.02%
8,982
+1,018
484
$240K 0.02%
13,950
-4,005
485
$239K 0.02%
8,390
-903
486
$239K 0.02%
5,900
-472
487
$234K 0.02%
16,237
+1,024
488
$234K 0.02%
4,360
-73
489
$233K 0.02%
8,573
+2,401
490
$233K 0.02%
+422
491
$231K 0.02%
5,450
-16,519
492
$231K 0.02%
2,402
-803
493
$230K 0.02%
+5,618
494
$229K 0.02%
4,224
-109
495
$229K 0.02%
+2,591
496
$228K 0.02%
29,814
+17,389
497
$228K 0.02%
6,808
+3,086
498
$228K 0.02%
+1,631
499
$227K 0.02%
+2,378
500
$226K 0.02%
21,225
-2,610
18 19
20
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