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Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$80.4M
2
+$54.6M
3
+$36.1M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$23.4M
5
AMZN icon
Amazon
AMZN
+$21.9M

Top Sells

1
+$39.6M
2
+$21.5M
3
+$20.2M
4
DIS icon
Walt Disney
DIS
+$19M
5
CP icon
Canadian Pacific Kansas City
CP
+$17.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$102K 0.01%
+25,934
252
$97K 0.01%
11,768
+8,095
253
$97K 0.01%
+11,658
254
$94K 0.01%
+10,640
255
$89K 0.01%
+18,143
256
$77K 0.01%
3
-2
257
$77K 0.01%
+11,640
258
$62K 0.01%
+12,331
259
$60K 0.01%
+14,588
260
$56K 0.01%
10,887
-1,318
261
$37K ﹤0.01%
+3,832
262
$7K ﹤0.01%
+27,813
263
– –
-12,933
264
– –
-358,337
265
– –
0
266
– –
-13,202
267
– –
-6,738
268
– –
0
269
– –
-4,276
270
– –
0
271
– –
-1,825
272
– –
-28,871
273
– –
-84,293
274
– –
-28,554
275
– –
-4,535
9 10
11
12 13