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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$355K 0.04%
+12,919
352
$355K 0.04%
2,926
-2
353
$355K 0.04%
2,048
-1,441
354
$349K 0.04%
+913
355
$344K 0.04%
+3,109
356
$344K 0.04%
5,844
+2,420
357
$343K 0.04%
9,018
-49
358
$338K 0.04%
+6,114
359
$337K 0.04%
+11,069
360
$333K 0.04%
9,215
-62
361
$329K 0.04%
10,041
-26,824
362
$328K 0.04%
+1,839
363
$328K 0.04%
10,362
-47,443
364
$326K 0.04%
+2,810
365
$326K 0.04%
+8,913
366
$317K 0.04%
+39,613
367
$317K 0.04%
32,559
+20,003
368
$317K 0.04%
10,770
-53
369
$312K 0.04%
+2,106
370
$312K 0.04%
6,763
-138,742
371
$310K 0.04%
+5,454
372
$309K 0.04%
4,266
373
$308K 0.04%
4,972
-8,121
374
$305K 0.04%
15,215
-11,398
375
$304K 0.04%
2,409
-245
13 14
15
16 17