AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$12.1M
3
+$5.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.32M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.86M

Top Sells

1
+$9.19M
2
+$8.57M
3
+$8.26M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-5,365
327
– –
-4,558
328
– –
-2,287
329
– –
-15,893
330
– –
-11,565
331
– –
-12,199
332
– –
-108,401
333
– –
-1,443
334
– –
-34,237
335
– –
-2,625
336
– –
-613
337
– –
-6,637
338
– –
-1,699
339
– –
-23,270
340
– –
-9,768
341
– –
-1,107
342
– –
-4,519
343
– –
-4,155
344
– –
-1,060
345
– –
-44,518
346
– –
-6,450
347
– –
-5,971
348
– –
-8,324
349
– –
-18,468
350
– –
-2,821
12 13
14
15 16