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
426
$272K 0.03%
40,482
-62,734
427
$271K 0.03%
+2,071
428
$271K 0.03%
+8,160
429
$271K 0.03%
+10,606
430
$270K 0.03%
+8,064
431
$270K 0.03%
+2,212
432
$267K 0.03%
+1,535
433
$266K 0.03%
5,383
-60,609
434
$261K 0.03%
+5,394
435
$261K 0.03%
+3,343
436
$259K 0.03%
+716
437
$258K 0.03%
2,343
+116
438
$256K 0.03%
+8,359
439
$256K 0.03%
13,042
-21,786
440
$255K 0.03%
+12,903
441
$254K 0.03%
+7,075
442
$253K 0.03%
3,395
-3,591
443
$253K 0.03%
9,324
-2,440
444
$253K 0.03%
+9,967
445
$253K 0.03%
+4,063
446
$252K 0.03%
+3,106
447
$252K 0.03%
4,143
+339
448
$250K 0.03%
+1,300
449
$250K 0.03%
1,612
450
$249K 0.03%
+5,657
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