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
301
$612K 0.08%
+39,760
302
$611K 0.08%
13,483
-44,199
303
$609K 0.08%
+259,307
304
$609K 0.08%
3,158
+323
305
$607K 0.08%
16,361
-21,966
306
$601K 0.08%
11,579
+384
307
$599K 0.07%
+13,091
308
$595K 0.07%
+11,529
309
$579K 0.07%
2,967
-544
310
$577K 0.07%
9,144
-13,280
311
$571K 0.07%
10,810
+4,246
312
$570K 0.07%
1,967
+205
313
$565K 0.07%
4,397
+77
314
$560K 0.07%
+21,004
315
$560K 0.07%
+1,900
316
$557K 0.07%
+14,472
317
$553K 0.07%
2,594
-21,214
318
$546K 0.07%
+9,581
319
$539K 0.07%
+189,796
320
$537K 0.07%
+25,122
321
$532K 0.07%
2,354
+467
322
$528K 0.07%
4,651
+1,563
323
$523K 0.07%
+29,578
324
$511K 0.06%
+54,821
325
$509K 0.06%
5,196
-739
11 12
13
14 15