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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$954K 0.12%
+1,951
227
$949K 0.12%
+14,436
228
$948K 0.12%
6,837
+2,205
229
$946K 0.12%
1,976
-1,327
230
$937K 0.12%
24,568
+12,201
231
$922K 0.12%
+23,982
232
$910K 0.11%
15,086
-7,667
233
$902K 0.11%
171,495
+66,488
234
$901K 0.11%
82,441
-84,577
235
$901K 0.11%
+22,721
236
$899K 0.11%
+56,853
237
$892K 0.11%
41,079
+6,252
238
$879K 0.11%
+2,476
239
$879K 0.11%
+25,514
240
$875K 0.11%
30,883
+14,092
241
$872K 0.11%
4,833
-13,400
242
$865K 0.11%
16,628
-4,246
243
$865K 0.11%
58,064
-8,297
244
$844K 0.11%
22,673
+14,548
245
$841K 0.1%
+39,239
246
$841K 0.1%
1,241
-9
247
$832K 0.1%
96,737
+68,548
248
$830K 0.1%
21,454
+8,053
249
$825K 0.1%
47,555
-15,906
250
$813K 0.1%
94,771
+84,672
8 9
10
11 12