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
151
$4.69M 0.16%
50,238
-549
152
$4.66M 0.16%
31,289
+2,174
153
$4.65M 0.16%
91,697
+40,588
154
$4.62M 0.16%
+47,086
155
$4.6M 0.16%
132,600
+9,006
156
$4.57M 0.16%
+24,745
157
$4.53M 0.16%
14,633
+99
158
$4.52M 0.16%
12,291
+871
159
$4.47M 0.15%
+131,448
160
$4.45M 0.15%
103,841
+29,323
161
$4.44M 0.15%
+11,445
162
$4.44M 0.15%
17,211
+4,490
163
$4.44M 0.15%
6,318
+78
164
$4.38M 0.15%
+37,927
165
$4.35M 0.15%
+30,113
166
$4.29M 0.15%
95,398
-37,805
167
$4.22M 0.14%
+163,300
168
$4.21M 0.14%
+26,829
169
$4.2M 0.14%
+282,492
170
$4.16M 0.14%
+104,176
171
$4.16M 0.14%
22,669
+18,699
172
$4.12M 0.14%
+28,301
173
$4.07M 0.14%
13,951
-5,979
174
$4.03M 0.14%
+23,837
175
$4.03M 0.14%
12,222
+946
5 6
7
8 9