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
401
$254K 0.03%
+6,728
402
$252K 0.03%
852
-468
403
$250K 0.03%
31,391
-5,938
404
$242K 0.03%
24,453
-14,336
405
$237K 0.03%
+11,035
406
$236K 0.03%
+929
407
$235K 0.03%
+304
408
$233K 0.03%
152,098
+282
409
$229K 0.03%
+29,142
410
$225K 0.03%
5,709
-459
411
$223K 0.03%
5,851
-2,945
412
$211K 0.03%
35,089
-22,132
413
$210K 0.03%
+2,119
414
$210K 0.03%
7,165
-168
415
$209K 0.03%
+813
416
$209K 0.03%
1,728
-812
417
$208K 0.03%
+6,006
418
$205K 0.03%
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419
$203K 0.03%
+2,947
420
$202K 0.03%
+16,648
421
$199K 0.02%
14,696
-1,415
422
$198K 0.02%
10,004
-603
423
$184K 0.02%
+10,893
424
$178K 0.02%
27,112
+4,209
425
$176K 0.02%
17,322
15 16
17
18 19