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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$776K 0.1%
+62,301
277
$760K 0.09%
20,289
+1,229
278
$736K 0.09%
+3,164
279
$731K 0.09%
+4,728
280
$731K 0.09%
2,576
-225
281
$728K 0.09%
19,267
-70,103
282
$725K 0.09%
+1,493
283
$719K 0.09%
5,090
-10,186
284
$718K 0.09%
13,933
-19,491
285
$714K 0.09%
+45,570
286
$700K 0.09%
+11,440
287
$687K 0.09%
+1,477
288
$677K 0.08%
+62,442
289
$668K 0.08%
+18,282
290
$655K 0.08%
10,773
+5,597
291
$653K 0.08%
10,814
-67,712
292
$650K 0.08%
+11,605
293
$649K 0.08%
4,354
+2,457
294
$639K 0.08%
2,728
+862
295
$639K 0.08%
+8,050
296
$630K 0.08%
3,637
-6
297
$627K 0.08%
+18,448
298
$619K 0.08%
+76,642
299
$603K 0.07%
+3,387
300
$587K 0.07%
19,488
+56
10 11
12
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