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
51
$3.51M 0.32%
55,723
+6,959
52
$3.38M 0.31%
76,249
+13,458
53
$3.38M 0.31%
43,620
+8,662
54
$3.32M 0.3%
36,971
+5,280
55
$3.21M 0.3%
54,300
-223,198
56
$3.2M 0.29%
128,390
+815
57
$3.12M 0.29%
59,056
+1,158
58
$3M 0.28%
50,447
+13,214
59
$3M 0.28%
+25,268
60
$2.98M 0.27%
34,994
-12,548
61
$2.9M 0.27%
113,565
+22,656
62
$2.77M 0.25%
40,428
+5,077
63
$2.75M 0.25%
19,352
+4,475
64
$2.74M 0.25%
32,654
+2,874
65
$2.68M 0.25%
22,269
+3,351
66
$2.67M 0.25%
68,720
+17,080
67
$2.66M 0.24%
9,438
-724
68
$2.49M 0.23%
32,479
+3,311
69
$2.49M 0.23%
107,343
+3,531
70
$2.48M 0.23%
45,450
+7,717
71
$2.44M 0.22%
22,178
+249
72
$2.42M 0.22%
55,438
+9,339
73
$2.41M 0.22%
75,948
+12,765
74
$2.4M 0.22%
70,211
+50,211
75
$2.32M 0.21%
57,680
+3,360
1 2
3
4 5