AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.1M
3
+$30.7M
4
AMZN icon
Amazon
AMZN
+$22M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$15.6M

Top Sells

1
+$39.6M
2
+$19M
3
+$17.4M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.3M
5
LNG icon
Cheniere Energy
LNG
+$16.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$239K 0.02%
+4,152
227
$238K 0.02%
8,448
-312
228
$234K 0.02%
2,381
-1,040
229
$233K 0.02%
+1,348
230
$229K 0.02%
+1,180
231
$225K 0.02%
6,438
-2,666
232
$223K 0.02%
313,416
+254,195
233
$220K 0.02%
3,196
234
$220K 0.02%
751
+3
235
$219K 0.02%
+4,694
236
$218K 0.02%
1,521
-33
237
$207K 0.02%
+11,962
238
$205K 0.02%
42,487
-20,742
239
$204K 0.02%
+9,244
240
$202K 0.02%
+6,252
241
$200K 0.02%
4,930
-40,512
242
$180K 0.02%
+32,007
243
$175K 0.02%
+13,534
244
$146K 0.01%
+11,317
245
$145K 0.01%
+14,374
246
$139K 0.01%
+10,732
247
$130K 0.01%
16,883
+4,497
248
$122K 0.01%
+15,110
249
$113K 0.01%
+76,604
250
$111K 0.01%
+1,075
8 9
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