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
476
$226K 0.02%
+8,849
477
$225K 0.02%
+1,898
478
$224K 0.02%
+847
479
$224K 0.02%
13,326
-1,437
480
$223K 0.02%
+5,553
481
$223K 0.02%
+4,154
482
$221K 0.02%
3,273
-10
483
$219K 0.02%
+6,287
484
$218K 0.02%
+2,554
485
$218K 0.02%
+4,172
486
$218K 0.02%
+3,427
487
$216K 0.02%
+4,683
488
$216K 0.02%
1,715
-280
489
$215K 0.02%
+5,782
490
$214K 0.02%
+2,765
491
$214K 0.02%
+4,974
492
$213K 0.02%
4,473
-599
493
$212K 0.02%
+8,014
494
$212K 0.02%
+7,524
495
$212K 0.02%
+4,714
496
$212K 0.02%
+7,128
497
$211K 0.02%
+6,615
498
$210K 0.02%
8,624
-838
499
$209K 0.02%
+1,459
500
$207K 0.02%
6,457
-17,989
18 19
20
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