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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$698K 0.12%
+19,706
227
$694K 0.12%
+32,573
228
$693K 0.12%
+22,851
229
$693K 0.12%
6,013
-2,957
230
$692K 0.12%
6,274
+1,128
231
$669K 0.12%
30,037
+23,185
232
$663K 0.12%
+3,511
233
$653K 0.12%
4,303
-4,525
234
$652K 0.12%
+10,702
235
$649K 0.11%
1,521
-5,657
236
$646K 0.11%
+37,388
237
$643K 0.11%
3,171
+707
238
$643K 0.11%
+38,293
239
$641K 0.11%
+2,548
240
$638K 0.11%
+6,050
241
$636K 0.11%
+12,471
242
$628K 0.11%
15,600
+5,037
243
$622K 0.11%
11,659
-1,683
244
$619K 0.11%
+6,414
245
$618K 0.11%
20,282
+6,247
246
$616K 0.11%
4,499
+1,107
247
$607K 0.11%
103,216
+65,818
248
$606K 0.11%
22,841
+7,939
249
$601K 0.11%
61,970
+18,747
250
$595K 0.11%
+8,049
8 9
10
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