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Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.15M
3
+$3.05M
4
WMT icon
Walmart Inc
WMT
+$2.94M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.69M

Top Sells

1
+$10M
2
+$4.7M
3
+$4.48M
4
TMUS icon
T-Mobile US
TMUS
+$4.41M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.59M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.73%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-63,868
352
– –
-25,292
353
– –
-12,856
354
– –
-14,718
355
– –
-3,942
356
– –
-20,830
357
– –
-10,015
358
– –
-6,928
359
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-490
360
– –
-5,160
361
– –
-3,466
362
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-4,216
363
– –
-12,929
364
– –
-80,907
365
– –
-35,081
366
– –
-12,735
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