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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 $8,468,366,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 424,749 $211,274,421 2.49%
2.
Nvidia Corp
 NVDA 942,208 $148,859,378 1.76%
3.
Ishares Trust
 IEF 222,315 $138,035,495 1.63%
4.
Amazon Com Inc
 AMZN 533,367 $117,015,474 1.38%
5.
Meta Platforms Inc.
 META 132,802 $98,019,902 1.16%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)