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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$508K 0.12%
+37,341
227
$507K 0.12%
994
+112
228
$507K 0.12%
+34,781
229
$507K 0.12%
100,718
+39,070
230
$505K 0.12%
13,622
+1,694
231
$501K 0.11%
1,224
+397
232
$499K 0.11%
+76,500
233
$486K 0.11%
+5,948
234
$482K 0.11%
+7,493
235
$481K 0.11%
+6,117
236
$481K 0.11%
+17,364
237
$480K 0.11%
+9,015
238
$479K 0.11%
+17,836
239
$477K 0.11%
+6,884
240
$476K 0.11%
12,000
-10,500
241
$473K 0.11%
17,842
+3,340
242
$473K 0.11%
4,716
+2,253
243
$465K 0.11%
1,879
+524
244
$463K 0.11%
+7,943
245
$460K 0.1%
62,194
+11,211
246
$457K 0.1%
+777
247
$454K 0.1%
656
-514
248
$453K 0.1%
+4,993
249
$450K 0.1%
+5,737
250
$449K 0.1%
+6,515
8 9
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