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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$441K 0.05%
47,246
+3,047
327
$435K 0.05%
+8,022
328
$432K 0.05%
1,490
-1,591
329
$429K 0.05%
40,337
-43,450
330
$428K 0.05%
+14,665
331
$427K 0.05%
2,961
-30,829
332
$426K 0.05%
+61,819
333
$420K 0.05%
49,869
+22,678
334
$420K 0.05%
+2,745
335
$416K 0.05%
+8,780
336
$409K 0.05%
+16,727
337
$408K 0.05%
+458
338
$399K 0.05%
+4,243
339
$399K 0.05%
+9,061
340
$383K 0.05%
3,304
+1,719
341
$374K 0.05%
29,243
-9,541
342
$373K 0.05%
+4,485
343
$372K 0.05%
+24,099
344
$367K 0.05%
1,625
-21,081
345
$366K 0.05%
+101,684
346
$361K 0.04%
+32,008
347
$360K 0.04%
+6,749
348
$358K 0.04%
+263,066
349
$357K 0.04%
+6,611
350
$357K 0.04%
+14,779
12 13
14
15 16