AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-21,021
277
– –
-3,942
278
– –
-20,830
279
– –
-290
280
– –
-10,015
281
– –
-6,928
282
– –
-490
283
– –
-35,081
284
– –
-12,735
285
– –
-15,545
286
– –
-26,261
287
– –
-30,829
288
– –
-15,216
289
– –
-30,783
290
– –
-29,360
291
– –
-15,094
292
– –
-455,672
293
– –
-231,624
294
– –
-3,603
295
– –
-63,512
296
– –
-45,492
297
– –
-16,332
298
– –
-29,809
299
– –
-26,818
300
– –
-18,261
10 11
12
13 14