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Home > Institutional Investor > Atria Investments Llc > Profile

Instuitional Investor - Atria Investments Llc

Fund Profile
Filing Period:
Fund Name: Atria Investments Llc
Portfolio Value $6,461,924,395
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 407,383 $194,578,262 3.01%
2.
Microsoft Corp
 MSFT 438,625 $164,892,424 2.55%
3.
Unified Ser Tr
 5,192,601 $119,248,110 1.84%
4.
Apple Inc.
 AAPL 478,773 $92,162,922 1.42%
5.
Amazon Com Inc
 AMZN 596,707 $90,684,987 1.4%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)