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
301
$336K 0.08%
+11,896
302
$335K 0.08%
+24,384
303
$330K 0.08%
+11,893
304
$330K 0.08%
7,133
-269
305
$329K 0.08%
+1,152
306
$329K 0.07%
+1,619
307
$328K 0.07%
+2,846
308
$327K 0.07%
5,849
+1,308
309
$326K 0.07%
+1,915
310
$324K 0.07%
+2,241
311
$323K 0.07%
+7,115
312
$322K 0.07%
+5,006
313
$320K 0.07%
+13,568
314
$319K 0.07%
+1,756
315
$319K 0.07%
+10,032
316
$318K 0.07%
+3,007
317
$312K 0.07%
+6,846
318
$310K 0.07%
5,170
-99
319
$308K 0.07%
12,201
-30,512
320
$308K 0.07%
19,506
+2,947
321
$305K 0.07%
+3,112
322
$297K 0.07%
+2,768
323
$293K 0.07%
+6,371
324
$290K 0.07%
7,131
-3,767
325
$285K 0.07%
+2,805
11 12
13
14 15