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
426
$271K 0.02%
+7,829
427
$271K 0.02%
5,369
-84
428
$271K 0.02%
6,731
+322
429
$270K 0.02%
40,264
-4,352
430
$270K 0.02%
3,048
+218
431
$270K 0.02%
+672
432
$270K 0.02%
11,127
+3,624
433
$269K 0.02%
+1,301
434
$268K 0.02%
27,180
-6,240
435
$266K 0.02%
+3,086
436
$263K 0.02%
+6,591
437
$261K 0.02%
8,264
-5,415
438
$261K 0.02%
5,715
-184
439
$261K 0.02%
6,986
+1,350
440
$261K 0.02%
2,258
+312
441
$260K 0.02%
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442
$259K 0.02%
1,153
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443
$257K 0.02%
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-673
444
$256K 0.02%
1,718
-1,611
445
$256K 0.02%
3,721
+610
446
$252K 0.02%
2,670
+637
447
$252K 0.02%
1,513
+288
448
$250K 0.02%
8,034
-828
449
$250K 0.02%
3,718
-86
450
$249K 0.02%
1,425
-136
16 17
18
19 20