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
426
$72.6K 0.01%
+13,088
427
$70.9K 0.01%
15,615
+1,008
428
$65.5K 0.01%
+11,982
429
$65.2K 0.01%
+20,949
430
$64.7K 0.01%
14,796
+4,411
431
$64.2K 0.01%
+73
432
$60.7K 0.01%
11,122
-3,654
433
$53.1K 0.01%
39,648
+1,128
434
$42K 0.01%
+11,077
435
$27.5K ﹤0.01%
629
-394
436
$26.7K ﹤0.01%
18,020
-278
437
$26K ﹤0.01%
13,107
438
$23.1K ﹤0.01%
1,585
+53
439
$9.35K ﹤0.01%
+10,646
440
– –
-1,068
441
– –
-11,141
442
– –
-2,760
443
– –
-34,726
444
– –
-15,083
445
– –
-3,397
446
– –
-26,390
447
– –
-11,580
448
– –
-7,991
449
– –
-22,343
450
– –
-244,335
16 17
18
19 20