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
376
$303K 0.04%
12,339
-493
377
$301K 0.04%
42,553
-18,831
378
$299K 0.04%
+26,704
379
$297K 0.04%
2,774
+470
380
$297K 0.04%
4,863
-15,878
381
$295K 0.04%
+2,963
382
$294K 0.04%
+12,412
383
$294K 0.04%
+7,702
384
$294K 0.04%
+6,593
385
$293K 0.04%
7,792
-1,787
386
$288K 0.04%
+17,197
387
$287K 0.04%
1,703
-419
388
$286K 0.04%
+1,888
389
$278K 0.03%
+10,405
390
$277K 0.03%
1,512
-13,591
391
$272K 0.03%
+28,718
392
$272K 0.03%
+89,733
393
$271K 0.03%
+6,097
394
$268K 0.03%
3,534
-76,908
395
$268K 0.03%
+8,959
396
$267K 0.03%
3,869
-10
397
$267K 0.03%
2,888
+164
398
$257K 0.03%
10,023
-2,920
399
$256K 0.03%
+10,265
400
$256K 0.03%
+1,036
14 15
16
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