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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$927K 0.12%
+8,578
252
$917K 0.11%
10,900
-32,527
253
$908K 0.11%
+4,212
254
$907K 0.11%
6,388
+1,031
255
$895K 0.11%
+34,782
256
$890K 0.11%
79,088
-2,229
257
$887K 0.11%
48,490
-54,021
258
$887K 0.11%
9,820
-14,726
259
$882K 0.11%
+6,069
260
$881K 0.11%
56,440
261
$870K 0.11%
22,580
+16,740
262
$859K 0.11%
+17,136
263
$858K 0.11%
91,895
-64,231
264
$854K 0.11%
59,910
-6,063
265
$842K 0.1%
+2,993
266
$830K 0.1%
+62,795
267
$809K 0.1%
116,667
+41,666
268
$801K 0.1%
+1,521
269
$795K 0.1%
+82,856
270
$795K 0.1%
+12,171
271
$788K 0.1%
6,521
+276
272
$787K 0.1%
+12,160
273
$784K 0.1%
35,297
-126,317
274
$779K 0.1%
+3,406
275
$777K 0.1%
+9,309
9 10
11
12 13