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
526
$201K 0.02%
3,526
-1,951
527
$200K 0.02%
10,695
+3,105
528
$200K 0.02%
+8,898
529
$199K 0.02%
20,464
-2,763
530
$196K 0.02%
11,179
-3,773
531
$191K 0.01%
14,257
+1,685
532
$184K 0.01%
+16,635
533
$183K 0.01%
11,201
-9,125
534
$181K 0.01%
+12,067
535
$180K 0.01%
30,223
-24,749
536
$180K 0.01%
55,918
-25,792
537
$178K 0.01%
13,613
-7,589
538
$168K 0.01%
23,869
+5,648
539
$159K 0.01%
14,158
+3,098
540
$156K 0.01%
14,373
-31,666
541
$151K 0.01%
+10,807
542
$149K 0.01%
16,443
+1,045
543
$145K 0.01%
13,721
+345
544
$142K 0.01%
61,768
+81
545
$140K 0.01%
15,582
-17,318
546
$137K 0.01%
28,935
+3,433
547
$133K 0.01%
+14,746
548
$130K 0.01%
+31,105
549
$128K 0.01%
10,889
+236
550
$128K 0.01%
16,953
-18,866
20 21
22
23 24