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
401
$125K 0.03%
15,574
+1,362
402
$122K 0.03%
+10,407
403
$117K 0.03%
13,767
-4,040
404
$117K 0.03%
+15,083
405
$116K 0.03%
53,523
406
$98.4K 0.02%
23,537
-104,027
407
$97.9K 0.02%
90,667
-205,107
408
$93.6K 0.02%
+29,426
409
$84K 0.02%
38,520
+143
410
$71.5K 0.02%
14,776
+1,607
411
$59.9K 0.01%
+10,898
412
$51.2K 0.01%
+10,638
413
$37.8K 0.01%
+20,975
414
$35.8K 0.01%
22,686
-5,533
415
$34.5K 0.01%
+14,607
416
$31K 0.01%
1,023
417
$29.7K 0.01%
1,532
+51
418
$25.4K 0.01%
18,298
419
$24.4K 0.01%
10,385
-26,977
420
$17K ﹤0.01%
13,107
421
$9.65K ﹤0.01%
10,258
422
– –
-2,103
423
– –
-5,705
424
– –
-11,574
425
– –
-11,426
15 16
17
18 19