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
176
$1.11M 0.1%
7,261
+456
177
$1.1M 0.1%
20,988
-15,428
178
$1.08M 0.1%
10,904
+4,671
179
$1.06M 0.1%
21,520
+7,982
180
$1.06M 0.1%
41,079
+10,393
181
$1.05M 0.1%
13,166
+4,509
182
$1.05M 0.1%
28,700
+10,374
183
$1.05M 0.1%
13,236
+1,398
184
$1.05M 0.1%
27,269
-303
185
$1.04M 0.1%
66,689
+16,807
186
$1.03M 0.09%
12,722
+3,477
187
$1.02M 0.09%
14,158
+2,875
188
$1.02M 0.09%
43,951
+8,925
189
$1M 0.09%
43,083
+10,677
190
$994K 0.09%
18,812
+8,960
191
$991K 0.09%
5,944
+3,384
192
$989K 0.09%
10,822
+5,616
193
$984K 0.09%
28,562
-49,712
194
$972K 0.09%
20,212
+5,314
195
$968K 0.09%
7,553
+2,296
196
$964K 0.09%
45,226
-18,192
197
$961K 0.09%
18,693
+5,894
198
$950K 0.09%
41,892
-16,567
199
$948K 0.09%
14,422
+4,235
200
$948K 0.09%
20,425
+1,116
6 7
8
9 10