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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$447K 0.1%
+7,991
252
$444K 0.1%
+19,386
253
$444K 0.1%
+14,035
254
$439K 0.1%
13,604
+1,336
255
$438K 0.1%
+7,414
256
$432K 0.1%
11,519
+2,108
257
$428K 0.1%
+49,659
258
$425K 0.1%
10,122
-12,185
259
$422K 0.1%
+919
260
$421K 0.1%
+18,759
261
$415K 0.09%
13,142
+4,518
262
$415K 0.09%
+15,498
263
$410K 0.09%
+2,464
264
$409K 0.09%
9,746
+981
265
$408K 0.09%
+3,392
266
$402K 0.09%
+8,604
267
$402K 0.09%
+2,480
268
$401K 0.09%
+13,648
269
$401K 0.09%
+5,382
270
$401K 0.09%
+17,611
271
$398K 0.09%
19,389
+1,481
272
$395K 0.09%
+6,756
273
$391K 0.09%
10,563
+1,108
274
$388K 0.09%
+43,223
275
$384K 0.09%
+27,756
9 10
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