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
201
$3.44M 0.12%
+86,550
202
$3.41M 0.12%
+42,616
203
$3.38M 0.12%
212,058
+44,502
204
$3.36M 0.12%
+31,895
205
$3.35M 0.11%
91,796
-3,648
206
$3.33M 0.11%
53,575
-13,124
207
$3.3M 0.11%
+188,031
208
$3.29M 0.11%
6,561
+880
209
$3.29M 0.11%
47,831
+3,276
210
$3.27M 0.11%
64,700
-55,056
211
$3.27M 0.11%
+42,954
212
$3.26M 0.11%
105,613
-146,971
213
$3.25M 0.11%
119,437
+9,766
214
$3.24M 0.11%
+91,155
215
$3.22M 0.11%
+99,510
216
$3.21M 0.11%
31,557
-17,581
217
$3.2M 0.11%
+52,567
218
$3.18M 0.11%
+22,698
219
$3.17M 0.11%
+43,330
220
$3.16M 0.11%
+31,387
221
$3.16M 0.11%
69,470
+20,780
222
$3.15M 0.11%
80,161
+1,798
223
$3.13M 0.11%
+23,739
224
$3.12M 0.11%
37,658
+2,504
225
$3.12M 0.11%
+8,651
7 8
9
10 11