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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$505K 0.06%
10,057
-43,565
327
$501K 0.06%
6,528
-17,900
328
$501K 0.06%
+4,053
329
$492K 0.06%
+2,202
330
$490K 0.06%
19,494
+7
331
$486K 0.06%
47,475
+8,670
332
$486K 0.06%
5,511
-2,538
333
$485K 0.06%
6,561
+3,069
334
$485K 0.06%
+53,899
335
$485K 0.06%
+29,213
336
$481K 0.06%
10,591
-1,068
337
$480K 0.06%
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-347
338
$477K 0.06%
6,396
-1,534
339
$474K 0.06%
+11,688
340
$469K 0.06%
6,394
+763
341
$463K 0.06%
12,912
-6,737
342
$459K 0.06%
+46,026
343
$457K 0.06%
+4,696
344
$457K 0.06%
+34,190
345
$455K 0.06%
+3,875
346
$454K 0.06%
12,571
-3,974
347
$454K 0.06%
+16,018
348
$449K 0.06%
+1,794
349
$448K 0.06%
7,127
+749
350
$443K 0.06%
+4,804
12 13
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