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
101
$1.9M 0.18%
16,342
-2,479
102
$1.87M 0.17%
42,962
+21,556
103
$1.86M 0.17%
153,908
+32,343
104
$1.83M 0.17%
22,947
+628
105
$1.81M 0.17%
11,675
+1,020
106
$1.81M 0.17%
17,391
-2,184
107
$1.81M 0.17%
+41,368
108
$1.81M 0.17%
14,328
+2,949
109
$1.81M 0.17%
28,584
+13,414
110
$1.8M 0.17%
17,740
-27,152
111
$1.79M 0.16%
11,803
+2,609
112
$1.78M 0.16%
49,524
+6,852
113
$1.78M 0.16%
86,363
+19,900
114
$1.75M 0.16%
36,161
+9,655
115
$1.74M 0.16%
19,755
+1,733
116
$1.74M 0.16%
71,475
+15,171
117
$1.72M 0.16%
45,508
+11,077
118
$1.72M 0.16%
16,403
+2,553
119
$1.69M 0.16%
18,177
+4,119
120
$1.68M 0.15%
59,310
+15,348
121
$1.68M 0.15%
15,101
-766
122
$1.67M 0.15%
69,261
+14,097
123
$1.66M 0.15%
44,214
+11,712
124
$1.64M 0.15%
65,387
+17,590
125
$1.63M 0.15%
41,079
+8,201
3 4
5
6 7