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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$226K 0.09%
+8,803
227
$226K 0.09%
+9,587
228
$224K 0.09%
2,964
-674
229
$223K 0.08%
+8,624
230
$222K 0.08%
+13,203
231
$222K 0.08%
+7,227
232
$221K 0.08%
78,886
233
$220K 0.08%
1,885
-8,026
234
$219K 0.08%
3,728
-7,183
235
$218K 0.08%
+4,491
236
$218K 0.08%
+1,971
237
$217K 0.08%
+4,466
238
$215K 0.08%
5,104
-25,556
239
$214K 0.08%
11,549
-10,311
240
$213K 0.08%
7,944
-4,032
241
$211K 0.08%
2,365
-15,579
242
$211K 0.08%
+619
243
$208K 0.08%
1,612
244
$207K 0.08%
9,371
-2,457
245
$203K 0.08%
+17,938
246
$203K 0.08%
+16,709
247
$201K 0.08%
700
-97
248
$201K 0.08%
+11,574
249
$200K 0.08%
+3,243
250
$188K 0.07%
+14,960
8 9
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