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
401
$315K 0.04%
+20,854
402
$312K 0.04%
6,514
-15,472
403
$310K 0.04%
+5,540
404
$309K 0.04%
10,443
+315
405
$309K 0.04%
11,472
-19,499
406
$303K 0.04%
+1,041
407
$301K 0.04%
+3,495
408
$301K 0.04%
5,551
-18,370
409
$301K 0.04%
+7,471
410
$301K 0.04%
764
-320
411
$293K 0.04%
43,573
+425
412
$292K 0.04%
9,646
+521
413
$291K 0.04%
+96,106
414
$291K 0.04%
+20,158
415
$290K 0.04%
+1,832
416
$288K 0.04%
2,341
-1,182
417
$283K 0.04%
+6,639
418
$282K 0.04%
10,881
+1,478
419
$280K 0.03%
+7,325
420
$279K 0.03%
+11,172
421
$278K 0.03%
26,812
+17,122
422
$277K 0.03%
6,389
+1,320
423
$276K 0.03%
+2,746
424
$274K 0.03%
+13,266
425
$272K 0.03%
8,091
-1,224
15 16
17
18 19