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

Top Buys

1
+$4.46M
2
+$4.13M
3
+$3.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.07M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.07M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$5.53M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.91M

Sector Composition

1 Financials 15.82%
2 Healthcare 9.89%
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
– –
-2,601
352
– –
-11,431
353
– –
-93,636
354
– –
-82,595
355
– –
-2,342
356
– –
-987
357
– –
-19,782
358
– –
-8,929
359
– –
-32,290
11 12 13 14
15