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
$1.09B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$8.82M
3
+$7.98M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$5.48M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.26M

Top Sells

1
+$13.2M
2
+$3.07M
3
+$2.75M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.73M
5
DHR icon
Danaher
DHR
+$2.73M

Sector Composition

1 Technology 4.59%
2 Healthcare 4.41%
3 Communication Services 3.34%
4 Financials 3.23%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$307K 0.03%
6,621
-1,033
402
$300K 0.03%
3,436
-24
403
$298K 0.03%
14,335
+3,598
404
$297K 0.03%
3,851
+251
405
$293K 0.03%
30,711
-3,378
406
$292K 0.03%
+4,554
407
$289K 0.03%
+9,017
408
$288K 0.03%
7,632
+44
409
$287K 0.03%
+684
410
$287K 0.03%
3,393
-18,260
411
$286K 0.03%
+2,549
412
$286K 0.03%
32,856
-540
413
$285K 0.03%
+8,316
414
$283K 0.03%
+5,211
415
$281K 0.03%
4,235
-1,312
416
$280K 0.03%
1,561
+412
417
$277K 0.03%
4,652
-1,451
418
$277K 0.03%
5,969
+1,653
419
$276K 0.03%
2,116
+116
420
$276K 0.03%
11,035
+472
421
$276K 0.03%
+2,251
422
$275K 0.03%
+3,953
423
$274K 0.03%
+6,195
424
$273K 0.03%
+6,274
425
$273K 0.03%
+3,896
15 16
17
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