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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$238K 0.05%
+8,279
352
$238K 0.05%
+5,721
353
$236K 0.05%
3,392
-458
354
$233K 0.05%
+16,134
355
$233K 0.05%
+9,513
356
$230K 0.05%
40,144
+5,866
357
$229K 0.05%
+2,931
358
$228K 0.05%
+2,021
359
$228K 0.05%
+1,883
360
$225K 0.05%
+8,878
361
$225K 0.05%
+5,735
362
$224K 0.05%
+9,987
363
$221K 0.05%
+2,582
364
$221K 0.05%
+2,328
365
$220K 0.05%
+5,290
366
$219K 0.05%
+15,660
367
$214K 0.05%
+25,934
368
$212K 0.05%
+15,611
369
$210K 0.05%
+6,032
370
$210K 0.05%
+7,643
371
$208K 0.05%
+27,165
372
$208K 0.05%
+286
373
$207K 0.05%
78,886
374
$207K 0.05%
34,241
-11,657
375
$206K 0.05%
+8,361
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