AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.28M
3
+$4.19M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.06M
5
ECL icon
Ecolab
ECL
+$3.73M

Top Sells

1
+$22M
2
+$4.23M
3
+$3.08M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.19M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.16M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
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