AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.56M
3
+$2.51M
4
ENV
ENVESTNET, INC.
ENV
+$1.98M
5
DRI icon
Darden Restaurants
DRI
+$1.97M

Top Sells

1
+$6.43M
2
+$3.79M
3
+$3.12M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$96K 0.05%
31,160
-2,015
227
$88.4K 0.05%
+10,841
228
$87.9K 0.05%
43,093
-401
229
$83.3K 0.05%
42,707
-1,383
230
$78.8K 0.04%
12,889
-2,072
231
$73.4K 0.04%
50,594
+34,529
232
$68.6K 0.04%
+11,890
233
$66K 0.04%
47,490
-1,848
234
$64.8K 0.04%
1,373
-1,074
235
$63.8K 0.03%
34,471
+9,095
236
$41.4K 0.02%
166
-1
237
$37.1K 0.02%
+12,254
238
$36.6K 0.02%
43,294
-23,188
239
$31.1K 0.02%
+629
240
$30.2K 0.02%
18,298
241
$27.9K 0.02%
13,107
-5,415
242
$22K 0.01%
3,694
243
$21.8K 0.01%
613
+27
244
$21.6K 0.01%
10,948
245
$18.6K 0.01%
+11,688
246
$15.6K 0.01%
+11,909
247
$14.6K 0.01%
10,258
248
– –
-49,950
249
– –
-2,248
250
– –
-1,650
8 9
10
11 12