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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$496K 0.09%
+5,854
277
$492K 0.09%
+11,195
278
$485K 0.09%
+19,017
279
$485K 0.09%
34,828
-33,795
280
$483K 0.09%
6,986
+530
281
$483K 0.09%
9,019
+2,604
282
$482K 0.09%
+21,537
283
$482K 0.09%
884
-1,095
284
$482K 0.09%
17,777
-5,322
285
$481K 0.08%
74,086
-26,632
286
$478K 0.08%
20,803
+3,192
287
$476K 0.08%
6,217
-298
288
$474K 0.08%
20,649
-29,139
289
$472K 0.08%
1,937
+318
290
$461K 0.08%
+6,415
291
$461K 0.08%
6,378
+3,027
292
$459K 0.08%
2,835
-8,222
293
$458K 0.08%
8,368
-236
294
$453K 0.08%
+3,144
295
$452K 0.08%
10,904
+1,158
296
$446K 0.08%
1,762
+398
297
$444K 0.08%
18,463
+621
298
$435K 0.08%
3,583
+1,700
299
$433K 0.08%
+7,546
300
$430K 0.08%
3,165
+158
10 11
12
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