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
451
$101K 0.01%
11,010
-3,640
452
$91.1K 0.01%
+18,469
453
$89.1K 0.01%
+11,185
454
$85.6K 0.01%
+14,558
455
$82.2K 0.01%
+11,829
456
$81.8K 0.01%
+14,276
457
$79.6K 0.01%
+11,060
458
$73.7K 0.01%
44,413
-3,722
459
$72.2K 0.01%
17,107
+6,482
460
$72.1K 0.01%
+18,124
461
$68.5K 0.01%
+10,291
462
$66.2K 0.01%
+17,515
463
$62.6K 0.01%
+18,239
464
$61.9K 0.01%
+15,017
465
$58.1K 0.01%
16,420
-19,491
466
$58K 0.01%
+35,165
467
$57.9K 0.01%
+33,678
468
$55.9K 0.01%
+17,054
469
$52.7K 0.01%
+10,147
470
$49.7K 0.01%
11,454
-593
471
$49.6K 0.01%
+13,007
472
$48.5K 0.01%
+11,765
473
$48.2K 0.01%
32,767
-1,146
474
$44.1K 0.01%
+10,419
475
$38K ﹤0.01%
1,063
+77
17 18
19
20 21