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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$591K 0.1%
12,133
+2,011
252
$583K 0.1%
8,241
-18,605
253
$583K 0.1%
+13,401
254
$580K 0.1%
+3,330
255
$579K 0.1%
+7,474
256
$577K 0.1%
+4,320
257
$575K 0.1%
+4,632
258
$571K 0.1%
3,465
+1,709
259
$560K 0.1%
+16,545
260
$556K 0.1%
2,577
-14,291
261
$552K 0.1%
12,000
-1,186
262
$551K 0.1%
1,215
-9
263
$537K 0.09%
19,487
+98
264
$536K 0.09%
16,406
-3,149
265
$528K 0.09%
4,411
-305
266
$526K 0.09%
24,408
-12,579
267
$525K 0.09%
+4,140
268
$521K 0.09%
1,787
-2,037
269
$517K 0.09%
+10,163
270
$516K 0.09%
+5,935
271
$513K 0.09%
8,826
+1,980
272
$508K 0.09%
38,993
+22,097
273
$506K 0.09%
+7,930
274
$504K 0.09%
4,665
-6,121
275
$498K 0.09%
+9,916
9 10
11
12 13