We are live on ! Find out more
AI

Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.15M
3
+$3.05M
4
WMT icon
Walmart Inc
WMT
+$2.94M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.69M

Top Sells

1
+$10M
2
+$4.7M
3
+$4.48M
4
TMUS icon
T-Mobile US
TMUS
+$4.41M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.59M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.73%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-3,603
227
– –
-63,512
228
– –
-178,712
229
– –
-32,579
230
– –
-13,474
231
– –
-3,860
232
– –
-290
233
– –
-34,370
234
– –
-26,338
235
– –
-723
236
– –
-6,873
237
– –
-10,198
238
– –
-82,488
239
– –
-3,892
240
– –
-5,220
241
– –
-15,604
242
– –
-12,771
243
– –
-3,780
244
– –
-46,781
245
– –
-8,466
246
– –
-29,791
247
– –
-61,288
248
– –
-15,947
249
– –
-7,126
250
– –
-70,639
8 9
10
11 12