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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.44M
3
+$3.37M
4
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.05M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.01M

Top Sells

1
+$14.5M
2
+$12.8M
3
+$5.34M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.13M

Sector Composition

1 Financials 16.09%
2 Healthcare 9.62%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-14,787
352
– –
-4,026
353
– –
-40,497
354
– –
-4,225
355
– –
-78,799
356
– –
-43,408
357
– –
-10,010
358
– –
0
359
– –
-2,601
11 12 13 14
15