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
176
$4.03M 0.14%
77,107
+5,768
177
$4.03M 0.14%
+70,937
178
$4M 0.14%
29,736
+580
179
$3.97M 0.14%
+185,488
180
$3.86M 0.13%
39,791
+19,373
181
$3.84M 0.13%
+78,588
182
$3.84M 0.13%
76,728
-91,785
183
$3.83M 0.13%
+12,447
184
$3.81M 0.13%
+19,806
185
$3.76M 0.13%
29,691
-1,840
186
$3.74M 0.13%
+23,800
187
$3.73M 0.13%
+24,982
188
$3.7M 0.13%
2,325
+185
189
$3.7M 0.13%
+12,480
190
$3.64M 0.12%
27,789
-3,331
191
$3.63M 0.12%
+33,858
192
$3.57M 0.12%
12,811
+11,045
193
$3.55M 0.12%
+145,731
194
$3.54M 0.12%
+69,331
195
$3.49M 0.12%
+31,559
196
$3.49M 0.12%
+29,527
197
$3.47M 0.12%
+74,015
198
$3.47M 0.12%
+105,906
199
$3.46M 0.12%
30,380
-1,425
200
$3.46M 0.12%
+32,354
6 7
8
9 10