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
126
$5.79M 0.2%
+57,136
127
$5.76M 0.2%
+46,853
128
$5.72M 0.2%
75,393
+68,596
129
$5.68M 0.19%
+87,421
130
$5.66M 0.19%
93,998
+88,098
131
$5.63M 0.19%
+61,694
132
$5.62M 0.19%
95,886
-50,505
133
$5.61M 0.19%
242,277
-2,167
134
$5.6M 0.19%
+32,970
135
$5.54M 0.19%
+89,851
136
$5.53M 0.19%
+23,602
137
$5.5M 0.19%
+25,059
138
$5.49M 0.19%
+122,907
139
$5.44M 0.19%
+92,562
140
$5.43M 0.19%
+16,530
141
$5.3M 0.18%
100,679
+85,386
142
$5.27M 0.18%
87,728
-3,000
143
$5.23M 0.18%
+84,890
144
$5.14M 0.18%
21,298
-14,723
145
$4.91M 0.17%
+70,079
146
$4.84M 0.17%
+176,380
147
$4.83M 0.17%
+24,137
148
$4.79M 0.16%
+93,733
149
$4.74M 0.16%
199,734
-1,800
150
$4.73M 0.16%
58,316
+6,536
4 5
6
7 8