AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$932M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.8M
3
+$14.8M
4
PRTS icon
CarParts.com
PRTS
+$14.3M
5
DISH
DISH Network Corp.
DISH
+$11.8M

Top Sells

1
+$43.4M
2
+$29.4M
3
+$27.1M
4
WMT icon
Walmart Inc
WMT
+$22.7M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$22.6M

Sector Composition

1 Healthcare 19.55%
2 Technology 14.29%
3 Consumer Discretionary 13.43%
4 Industrials 5.36%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-16,248
402
– –
-19,798
403
– –
-2,706
404
– –
-39,429
405
– –
-4,219
406
– –
-2,572
407
– –
-12,978
408
– –
0
409
– –
-11,942
410
– –
-11,110
411
– –
-33,344
412
– –
-11,734
413
– –
-16,689
414
– –
-2,451
415
– –
-107,284
416
– –
0
417
– –
-15,307
418
– –
-17,338
419
– –
-7,625
420
– –
-10,749
421
– –
-1,578
422
– –
-18,921
423
– –
-3,704
424
– –
-570
425
– –
-34,273
15 16
17
18 19