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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.08M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.94M
5
SKY icon
Champion Homes
SKY
+$1.91M

Top Sells

1
+$5.91M
2
+$4.13M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-6,302
252
– –
-26,735
253
– –
-2,270
254
– –
-23,234
255
– –
-13,983
256
– –
-22,251
257
– –
-2,248
258
– –
-20,814
259
– –
-6,153
260
– –
-6,443
261
– –
-16,537
262
– –
-63,498
263
– –
-2,968
264
– –
-11,439
265
– –
-2,828
266
– –
-19,934
267
– –
-28,420
268
– –
-11,294
269
– –
-6,651
270
– –
-2,139
271
– –
-11,573
272
– –
-3,680
273
– –
-8,025
274
– –
-2,404
275
– –
-34,523
9 10
11
12 13