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
451
$247K 0.02%
+9,158
452
$247K 0.02%
4,672
-555
453
$245K 0.02%
2,647
-332
454
$245K 0.02%
+6,748
455
$242K 0.02%
+1,799
456
$242K 0.02%
+8,028
457
$240K 0.02%
+4,754
458
$240K 0.02%
37,573
+11,808
459
$240K 0.02%
+4,050
460
$238K 0.02%
7,108
-934
461
$238K 0.02%
10,328
-6,636
462
$235K 0.02%
+16,314
463
$234K 0.02%
+17,456
464
$234K 0.02%
+5,338
465
$234K 0.02%
9,559
+3,079
466
$234K 0.02%
+2,842
467
$232K 0.02%
645
+85
468
$231K 0.02%
+141
469
$231K 0.02%
+5,162
470
$229K 0.02%
+3,590
471
$229K 0.02%
+8,855
472
$227K 0.02%
+17,690
473
$227K 0.02%
3,215
-348
474
$226K 0.02%
+5,048
475
$226K 0.02%
+2,807
17 18
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