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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$442K 0.06%
5,859
-29,914
352
$439K 0.05%
48,940
-126,319
353
$439K 0.05%
+5,051
354
$439K 0.05%
+33,794
355
$438K 0.05%
+8,976
356
$437K 0.05%
779
-105
357
$433K 0.05%
9,019
358
$432K 0.05%
31,395
-9,152
359
$429K 0.05%
+9,843
360
$428K 0.05%
+3,365
361
$424K 0.05%
8,439
+476
362
$423K 0.05%
4,895
+1,606
363
$419K 0.05%
+12,719
364
$418K 0.05%
+5,349
365
$413K 0.05%
9,603
-5,644
366
$405K 0.05%
2,836
-5,152
367
$405K 0.05%
10,905
+1
368
$404K 0.05%
3,858
-882
369
$393K 0.05%
7,026
-50,430
370
$392K 0.05%
3,433
-2,784
371
$388K 0.05%
15,430
+4,977
372
$385K 0.05%
+13,161
373
$383K 0.05%
+17,672
374
$382K 0.05%
+22,469
375
$382K 0.05%
17,507
-3,369
13 14
15
16 17