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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$808K 0.1%
+6,048
252
$799K 0.1%
15,118
-7,544
253
$787K 0.1%
29,789
-76,674
254
$780K 0.1%
+22,142
255
$771K 0.1%
65,005
-4,839
256
$768K 0.1%
+8,387
257
$764K 0.1%
+11,729
258
$764K 0.1%
+13,237
259
$752K 0.09%
33,248
-44,578
260
$748K 0.09%
1,554
+33
261
$747K 0.09%
49,790
-10,375
262
$746K 0.09%
+11,133
263
$743K 0.09%
89,802
+40,207
264
$740K 0.09%
122,699
+34,472
265
$730K 0.09%
5,287
-16,520
266
$716K 0.09%
4,454
-6,036
267
$714K 0.09%
29,669
+11,206
268
$711K 0.09%
+13,339
269
$711K 0.09%
2,729
-7,516
270
$707K 0.09%
+6,735
271
$687K 0.09%
6,129
-145
272
$679K 0.08%
+25,402
273
$677K 0.08%
2,256
+319
274
$673K 0.08%
963
-244
275
$668K 0.08%
24,158
+1,317
9 10
11
12 13