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
401
$211K 0.04%
78,276
-610
402
$211K 0.04%
+6,369
403
$210K 0.04%
+9,690
404
$207K 0.04%
4,565
-9,018
405
$206K 0.04%
+3,140
406
$200K 0.04%
+4,536
407
$200K 0.04%
+11,503
408
$194K 0.03%
71,575
+42,149
409
$192K 0.03%
13,139
-134,880
410
$187K 0.03%
14,446
+1,724
411
$183K 0.03%
30,591
+4,594
412
$167K 0.03%
25,194
+9,620
413
$165K 0.03%
16,398
-99
414
$144K 0.03%
53,523
415
$127K 0.02%
+41,065
416
$123K 0.02%
+10,970
417
$113K 0.02%
+10,944
418
$107K 0.02%
11,668
-92,296
419
$104K 0.02%
+10,314
420
$100K 0.02%
+10,099
421
$99.8K 0.02%
28,199
422
$98K 0.02%
+12,774
423
$93.6K 0.02%
19,708
-3,829
424
$91.5K 0.02%
+19,562
425
$76.6K 0.01%
+11,874
15 16
17
18 19