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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$184K 0.07%
+17,807
252
$179K 0.07%
34,278
-22,128
253
$169K 0.06%
53,523
254
$169K 0.06%
+13,385
255
$165K 0.06%
12,299
-96
256
$163K 0.06%
+16,354
257
$157K 0.06%
13,294
-10,152
258
$156K 0.06%
28,199
259
$155K 0.06%
14,833
-1,663
260
$153K 0.06%
+5,751
261
$144K 0.05%
+14,212
262
$131K 0.05%
+12,053
263
$127K 0.05%
+13,169
264
$125K 0.05%
+10,602
265
$110K 0.04%
37,362
-10,128
266
$96.2K 0.04%
+19,921
267
$91.7K 0.03%
38,377
+3,906
268
$87K 0.03%
49,413
+18,253
269
$83.2K 0.03%
+17,187
270
$70K 0.03%
+12,408
271
$61K 0.02%
+14,264
272
$50.6K 0.02%
1,023
+394
273
$43.2K 0.02%
28,219
-14,874
274
$30.3K 0.01%
+12,406
275
$26.9K 0.01%
18,298
9 10
11
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