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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$668K 0.08%
18,417
-11,625
277
$665K 0.08%
+14,876
278
$660K 0.08%
+19,696
279
$656K 0.08%
+55,128
280
$652K 0.08%
13,625
-1,975
281
$651K 0.08%
12,937
-42,586
282
$647K 0.08%
6,921
+2,862
283
$640K 0.08%
+14,000
284
$636K 0.08%
3,716
-532
285
$633K 0.08%
9,435
+6,220
286
$630K 0.08%
+4,870
287
$630K 0.08%
29,375
+8,572
288
$628K 0.08%
6,569
-10,090
289
$628K 0.08%
25,766
+4,229
290
$627K 0.08%
+2,660
291
$625K 0.08%
+3,419
292
$625K 0.08%
+17,008
293
$622K 0.08%
19,233
+9,858
294
$621K 0.08%
+9,940
295
$619K 0.08%
110,382
-79,203
296
$618K 0.08%
+4,137
297
$618K 0.08%
+10,795
298
$618K 0.08%
9,596
+3,162
299
$612K 0.08%
+3,573
300
$612K 0.08%
+4,488
10 11
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