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
376
$205K 0.05%
+11,790
377
$204K 0.05%
9,985
-4,083
378
$203K 0.05%
+5,352
379
$200K 0.05%
907
-738
380
$191K 0.04%
+13,798
381
$184K 0.04%
+17,515
382
$178K 0.04%
+21,661
383
$176K 0.04%
+11,557
384
$176K 0.04%
+6,852
385
$168K 0.04%
15,450
+490
386
$168K 0.04%
+13,369
387
$163K 0.04%
+16,896
388
$160K 0.04%
16,497
-212
389
$157K 0.04%
+25,997
390
$155K 0.04%
12,299
391
$153K 0.03%
+22,528
392
$153K 0.03%
+22,343
393
$150K 0.03%
+12,203
394
$148K 0.03%
+12,721
395
$146K 0.03%
13,962
+3,360
396
$140K 0.03%
+15,114
397
$138K 0.03%
+29,649
398
$136K 0.03%
+11,089
399
$135K 0.03%
+12,977
400
$133K 0.03%
28,199
14 15
16
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