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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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-63,868
352
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-25,292
353
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-12,856
354
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-7,126
355
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-70,639
356
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-14,080
357
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-6,007
358
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-14,718
359
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-9,714
360
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-3
361
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-21,021
362
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-3,942
363
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-20,830
364
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-290
365
– –
-10,015
366
– –
-6,928
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