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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.08M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.94M
5
SKY icon
Champion Homes
SKY
+$1.91M

Top Sells

1
+$5.91M
2
+$4.13M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
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%
13,731
-10,734
235
$63.8K 0.03%
34,471
+9,095
236
$41.4K 0.02%
1,656
-11
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
– –
-1,650
249
– –
-989
250
– –
-12,713
8 9
10
11 12