AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.1M
3
+$30.7M
4
AMZN icon
Amazon
AMZN
+$22M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$15.6M

Top Sells

1
+$39.6M
2
+$19M
3
+$17.4M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.3M
5
LNG icon
Cheniere Energy
LNG
+$16.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-238,494
327
– –
-69,271
328
– –
-2,111
329
– –
-131,513
330
– –
-5,912
331
– –
-55,805
332
– –
-86,207
333
– –
0
334
– –
-84,254
335
– –
-14,700
336
– –
-7,902
337
– –
-29,921
338
– –
-3,700
339
– –
0
340
– –
-57,828
341
– –
-28,796
342
– –
-16,362
343
– –
0
344
– –
-51,897
345
– –
-4,926
346
– –
0
347
– –
-34,534
348
– –
-3,574
349
– –
-53,851
350
– –
-79,608
12 13
14
15 16