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
501
$207K 0.02%
+6,540
502
$207K 0.02%
+1,346
503
$207K 0.02%
+24,042
504
$207K 0.02%
+2,114
505
$206K 0.02%
2,646
-743
506
$205K 0.02%
+1,888
507
$204K 0.02%
+476
508
$204K 0.02%
+3,218
509
$203K 0.02%
2,373
-2,101
510
$203K 0.02%
+11,436
511
$202K 0.02%
+4,859
512
$201K 0.02%
6,112
-3,501
513
$201K 0.02%
+1,515
514
$201K 0.02%
+11,874
515
$200K 0.02%
+1,459
516
$196K 0.02%
+16,846
517
$195K 0.02%
22,047
+2,402
518
$192K 0.02%
4,606
+716
519
$190K 0.02%
+10,022
520
$188K 0.02%
16,375
-250
521
$178K 0.02%
11,497
-2,066
522
$167K 0.02%
10,819
-19,272
523
$166K 0.02%
+28,006
524
$161K 0.01%
+2,118
525
$160K 0.01%
+17,019
19 20
21
22 23