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
376
$373K 0.05%
14,772
-30,922
377
$372K 0.05%
468,335
+174,809
378
$371K 0.05%
+42,757
379
$369K 0.05%
16,293
+1,847
380
$364K 0.05%
+4,162
381
$363K 0.05%
+2,960
382
$363K 0.05%
+30,701
383
$356K 0.04%
+35,513
384
$354K 0.04%
+1,331
385
$350K 0.04%
7,203
-36,209
386
$347K 0.04%
+446
387
$347K 0.04%
16,002
-25,471
388
$346K 0.04%
+59,001
389
$344K 0.04%
+2,826
390
$341K 0.04%
+2,656
391
$338K 0.04%
+4,829
392
$337K 0.04%
+43,333
393
$337K 0.04%
+21,854
394
$336K 0.04%
24,109
+1,770
395
$333K 0.04%
50,825
-23,261
396
$333K 0.04%
+5,721
397
$330K 0.04%
20,086
-714
398
$327K 0.04%
1,654
-1,676
399
$323K 0.04%
+2,015
400
$317K 0.04%
17,598
+310
14 15
16
17 18