AI
Atom Investors Portfolio holdings
AUM
$1.13B
1-Year Return
11.83%
This Quarter Return
+5.55%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$263M
AUM Growth
+$79.5M
(+43%)
Cap. Flow
+$74.3M
Cap. Flow
% of AUM
28.22%
Top 10 Holdings %
Top 10 Hldgs %
38.06%
Holding
394
New
145
Increased
60
Reduced
65
Closed
112
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$45.4M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$12.8M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$5.94M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.63M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$4.82M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$9.19M |
| 2 |
iShares Biotechnology ETF
IBB
|
$8.38M |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$8.21M |
| 4 |
Jacobs Solutions
J
|
$3.33M |
| 5 |
Advanced Micro Devices
AMD
|
$3.09M |
Sector Composition
| 1 | Financials | 11.38% |
| 2 | Technology | 8.92% |
| 3 | Healthcare | 8.25% |
| 4 | Industrials | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
