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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.11M 0.14%
+36,116
227
$1.11M 0.14%
+2,392
228
$1.1M 0.14%
+9,703
229
$1.09M 0.14%
+15,979
230
$1.07M 0.13%
36,456
+12,951
231
$1.06M 0.13%
9,885
+395
232
$1.06M 0.13%
+4,658
233
$1.06M 0.13%
38,428
-23,799
234
$1.04M 0.13%
73,655
-70,287
235
$1.04M 0.13%
+5,043
236
$1.02M 0.13%
+68,484
237
$1.01M 0.13%
11,946
-12,054
238
$1M 0.12%
7,579
-19,831
239
$996K 0.12%
+17,003
240
$991K 0.12%
+39,203
241
$966K 0.12%
+5,794
242
$957K 0.12%
+56,217
243
$957K 0.12%
+77,325
244
$952K 0.12%
56,170
-13,184
245
$949K 0.12%
18,674
+2,611
246
$944K 0.12%
+16,401
247
$943K 0.12%
1,361
-2,896
248
$931K 0.12%
8,873
+2,242
249
$931K 0.12%
20,530
-3,943
250
$930K 0.12%
4,526
+810
8 9
10
11 12