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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$380K 0.09%
+6,456
277
$375K 0.09%
15,411
+6,608
278
$375K 0.09%
+11,373
279
$374K 0.09%
+12,152
280
$372K 0.08%
+11,727
281
$372K 0.08%
156,168
+106,755
282
$368K 0.08%
+14,902
283
$367K 0.08%
+4,145
284
$367K 0.08%
+5,474
285
$366K 0.08%
+24,538
286
$365K 0.08%
4,626
-1,114
287
$365K 0.08%
37,398
+24,104
288
$364K 0.08%
4,945
+81
289
$363K 0.08%
+5,609
290
$361K 0.08%
1,364
-106
291
$356K 0.08%
+6,169
292
$355K 0.08%
10,723
+925
293
$351K 0.08%
24,164
-8,712
294
$351K 0.08%
+3,636
295
$351K 0.08%
797
+142
296
$349K 0.08%
+5,764
297
$346K 0.08%
+3,059
298
$344K 0.08%
11,141
-22,439
299
$340K 0.08%
28,465
+15,080
300
$338K 0.08%
+768
10 11
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