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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$284K 0.06%
+3,121
327
$283K 0.06%
+10,193
328
$281K 0.06%
+38,754
329
$278K 0.06%
+51,339
330
$272K 0.06%
+6,415
331
$269K 0.06%
+5,874
332
$267K 0.06%
43,052
+9,518
333
$266K 0.06%
9,868
-3,280
334
$265K 0.06%
+1,616
335
$264K 0.06%
25,392
+7,454
336
$263K 0.06%
+9,790
337
$261K 0.06%
5,015
+898
338
$259K 0.06%
974
-3,595
339
$257K 0.06%
72,605
+58,341
340
$257K 0.06%
+1,068
341
$256K 0.06%
12,722
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342
$253K 0.06%
3,351
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343
$248K 0.06%
12,666
-969
344
$246K 0.06%
+1,121
345
$245K 0.06%
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346
$243K 0.06%
+3,058
347
$240K 0.05%
+2,943
348
$239K 0.05%
+25,255
349
$239K 0.05%
46,081
350
$238K 0.05%
1,612
12 13
14
15 16