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
376
$248K 0.04%
3,255
-3,629
377
$238K 0.04%
+4,898
378
$237K 0.04%
+4,209
379
$236K 0.04%
15,977
+3,678
380
$235K 0.04%
10,329
-8,430
381
$235K 0.04%
6,557
-5,339
382
$233K 0.04%
+3,783
383
$232K 0.04%
+27,675
384
$231K 0.04%
+10,719
385
$229K 0.04%
+13,334
386
$229K 0.04%
+5,431
387
$226K 0.04%
+12,542
388
$226K 0.04%
+2,227
389
$223K 0.04%
12,737
-37,461
390
$222K 0.04%
5,069
-963
391
$222K 0.04%
+3,804
392
$222K 0.04%
+2,378
393
$221K 0.04%
1,612
394
$218K 0.04%
+3,708
395
$216K 0.04%
+46,268
396
$216K 0.04%
+1,455
397
$214K 0.04%
9,070
-15,468
398
$213K 0.04%
+12,768
399
$212K 0.04%
+4,092
400
$212K 0.04%
3,215
-4,278
14 15
16
17 18