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
301
$429K 0.08%
4,740
+1,797
302
$428K 0.08%
+8,938
303
$428K 0.08%
5,954
+1,009
304
$428K 0.08%
3,523
-11,382
305
$425K 0.08%
+5,631
306
$421K 0.07%
+11,195
307
$413K 0.07%
+8,142
308
$412K 0.07%
+1,084
309
$411K 0.07%
6,887
+1,013
310
$410K 0.07%
20,876
+1,370
311
$406K 0.07%
16,791
+1,293
312
$403K 0.07%
4,634
+2,052
313
$393K 0.07%
6,434
-12,528
314
$393K 0.07%
+12,367
315
$392K 0.07%
+3,031
316
$391K 0.07%
+10,546
317
$386K 0.07%
+7,963
318
$385K 0.07%
+2,962
319
$379K 0.07%
1,991
-5,448
320
$378K 0.07%
24,506
+8,895
321
$378K 0.07%
14,173
-42,207
322
$376K 0.07%
4,773
-233
323
$373K 0.07%
40,547
+6,306
324
$367K 0.06%
5,239
-370
325
$366K 0.06%
+4,059
11 12
13
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