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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$365K 0.06%
940
+172
327
$365K 0.06%
11,764
-437
328
$362K 0.06%
+1,887
329
$361K 0.06%
20,800
+4,666
330
$360K 0.06%
+12,287
331
$357K 0.06%
+10,467
332
$357K 0.06%
4,999
-171
333
$356K 0.06%
+8,846
334
$354K 0.06%
15,083
-41,836
335
$354K 0.06%
4,944
-71
336
$351K 0.06%
+28,075
337
$350K 0.06%
5,565
-4,515
338
$346K 0.06%
1,115
-37
339
$346K 0.06%
2,009
-1,826
340
$345K 0.06%
30,293
+14,843
341
$343K 0.06%
+2,008
342
$342K 0.06%
10,128
+1,250
343
$333K 0.06%
11,700
-41,610
344
$330K 0.06%
35,850
+9,916
345
$329K 0.06%
+17,288
346
$319K 0.06%
105,007
+84,032
347
$319K 0.06%
+49,595
348
$318K 0.06%
43,148
+96
349
$316K 0.06%
+1,545
350
$312K 0.06%
+6,238
12 13
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