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
126
$2.06M 0.16%
9,203
+377
127
$2.03M 0.16%
65,883
-20,133
128
$2.02M 0.16%
25,077
-6,339
129
$2.02M 0.16%
27,291
+6,960
130
$2.01M 0.15%
66,763
-19,135
131
$1.99M 0.15%
104,783
+25,063
132
$1.99M 0.15%
6,879
+181
133
$1.94M 0.15%
+2,552
134
$1.94M 0.15%
15,961
+1,217
135
$1.92M 0.15%
8,470
-969
136
$1.91M 0.15%
20,525
+7,774
137
$1.9M 0.15%
58,958
+3,419
138
$1.9M 0.15%
144,314
-24,756
139
$1.89M 0.15%
5,681
+310
140
$1.89M 0.14%
17,492
+2,063
141
$1.87M 0.14%
20,418
+4,876
142
$1.87M 0.14%
120,915
+62,948
143
$1.85M 0.14%
35,154
+3,856
144
$1.85M 0.14%
+23,269
145
$1.83M 0.14%
10,613
-650
146
$1.83M 0.14%
48,690
+21,340
147
$1.82M 0.14%
28,149
+3,622
148
$1.81M 0.14%
20,511
+570
149
$1.79M 0.14%
18,025
+3,099
150
$1.77M 0.14%
5,612
-1,738
4 5
6
7 8