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
301
$567K 0.07%
17,938
-2,740
302
$557K 0.07%
17,286
-7,156
303
$553K 0.07%
+7,910
304
$551K 0.07%
2,937
+1,271
305
$542K 0.07%
+8,674
306
$541K 0.07%
14,742
+5,669
307
$532K 0.07%
+3,445
308
$526K 0.07%
+20,320
309
$524K 0.07%
+27,935
310
$501K 0.06%
1,500
-11,679
311
$499K 0.06%
13,746
-216,598
312
$495K 0.06%
+4,110
313
$491K 0.06%
970
-20,706
314
$490K 0.06%
+2,683
315
$489K 0.06%
+3,420
316
$485K 0.06%
851
-155
317
$484K 0.06%
+54,062
318
$479K 0.06%
5,613
-26,536
319
$478K 0.06%
+6,436
320
$476K 0.06%
+47,880
321
$465K 0.06%
9,408
+2,108
322
$464K 0.06%
+16,258
323
$463K 0.06%
+21,320
324
$458K 0.06%
+144,610
325
$447K 0.06%
5,806
-54,327
11 12
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