AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
+$44M
2
+$12.1M
3
+$5.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.32M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.86M

Top Sells

1
+$9.19M
2
+$8.57M
3
+$8.26M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

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
301
– –
-197
302
– –
-1,477
303
– –
-12,035
304
– –
-120,109
305
– –
-5,698
306
– –
-12,889
307
– –
-13,552
308
– –
-6,575
309
– –
-12,886
310
– –
-4,042
311
– –
-43,952
312
– –
-2,742
313
– –
-3,291
314
– –
-14,852
315
– –
-11,890
316
– –
-6,417
317
– –
-2,500
318
– –
-7,166
319
– –
-64,436
320
– –
-42,768
321
– –
-303
322
– –
0
323
– –
-5,365
324
– –
-10,841
325
– –
-4,558
11 12
13
14 15