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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$311K 0.05%
+1,932
352
$309K 0.05%
10,453
-2,689
353
$308K 0.05%
+27,412
354
$301K 0.05%
+17,070
355
$301K 0.05%
28,189
+2,934
356
$301K 0.05%
3,088
-548
357
$299K 0.05%
3,551
-2,397
358
$299K 0.05%
+9,315
359
$298K 0.05%
7,008
-9,614
360
$295K 0.05%
38,805
+27,907
361
$293K 0.05%
+4,906
362
$286K 0.05%
+6,564
363
$284K 0.05%
22,339
+9,362
364
$283K 0.05%
5,549
-15,014
365
$283K 0.05%
8,198
-1,834
366
$281K 0.05%
+3,289
367
$280K 0.05%
8,125
-22,801
368
$279K 0.05%
293,526
+202,859
369
$279K 0.05%
12,753
-48,954
370
$278K 0.05%
+9,375
371
$276K 0.05%
9,403
-465
372
$275K 0.05%
+9,125
373
$271K 0.05%
43,879
-2,202
374
$253K 0.04%
3,492
-21,950
375
$249K 0.04%
5,754
+33
13 14
15
16 17