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
451
$247K 0.03%
6,789
-45,369
452
$247K 0.03%
+26,828
453
$245K 0.03%
+13,514
454
$244K 0.03%
94,982
+48,714
455
$239K 0.03%
4,713
-3,429
456
$239K 0.03%
+409
457
$239K 0.03%
4,192
-17
458
$238K 0.03%
+96,553
459
$238K 0.03%
16,331
+3,789
460
$238K 0.03%
3,087
-696
461
$237K 0.03%
+8,777
462
$236K 0.03%
+4,730
463
$236K 0.03%
+8,956
464
$234K 0.03%
+11,837
465
$234K 0.03%
+536
466
$230K 0.03%
+9,303
467
$229K 0.03%
+4,887
468
$225K 0.03%
+10,418
469
$221K 0.03%
+1,678
470
$219K 0.03%
2,611
-6,863
471
$219K 0.03%
40,398
-3,481
472
$218K 0.03%
+10,563
473
$216K 0.03%
+7,373
474
$214K 0.03%
78,276
475
$212K 0.03%
4,559
+467
17 18
19
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