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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22.7K 0.01%
1,481
-175
277
$21.2K 0.01%
13,107
278
$18K 0.01%
10,258
279
$13.7K 0.01%
11,586
-323
280
$4.42K ﹤0.01%
12,563
-253,751
281
– –
-17,283
282
– –
-303
283
– –
-5,365
284
– –
-2,287
285
– –
-15,893
286
– –
-11,565
287
– –
-10,315
288
– –
-5,859
289
– –
-1,060
290
– –
-6,450
291
– –
-5,971
292
– –
-8,324
293
– –
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294
– –
-2,225
295
– –
-9,815
296
– –
-1,584
297
– –
-62,952
298
– –
-32,118
299
– –
-12,178
300
– –
-3,694
10 11
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