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
76
$2.29M 0.21%
106,545
+33,439
77
$2.24M 0.21%
20,554
+6,922
78
$2.23M 0.2%
22,908
+9,010
79
$2.2M 0.2%
17,982
+974
80
$2.19M 0.2%
51,779
+3,042
81
$2.19M 0.2%
16,088
+4,035
82
$2.15M 0.2%
19,083
+328
83
$2.15M 0.2%
20,325
-1,618
84
$2.14M 0.2%
27,066
+3,048
85
$2.12M 0.19%
18,336
+1,049
86
$2.1M 0.19%
53,472
+24,619
87
$2.09M 0.19%
25,311
+1,869
88
$2.09M 0.19%
31,410
+3,695
89
$2.09M 0.19%
33,992
+9,128
90
$2.09M 0.19%
18,209
+4,307
91
$2.03M 0.19%
15,705
+1,562
92
$2.03M 0.19%
61,136
+30,228
93
$2.02M 0.19%
+58,975
94
$2.01M 0.18%
+41,409
95
$2M 0.18%
39,496
+58
96
$1.99M 0.18%
47,016
+10,912
97
$1.97M 0.18%
15,858
+3,684
98
$1.97M 0.18%
13,602
+6,619
99
$1.93M 0.18%
74,914
+6,125
100
$1.92M 0.18%
24,364
+5,885
2 3
4
5 6