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
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.1M
3
+$30.7M
4
AMZN icon
Amazon
AMZN
+$22M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$15.6M

Top Sells

1
+$39.6M
2
+$19M
3
+$17.4M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.3M
5
LNG icon
Cheniere Energy
LNG
+$16.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 0.91%
32,747
+3,360
27
$9.46M 0.83%
162,780
-7,040
28
$9.07M 0.8%
31,479
+9,604
29
$8.47M 0.74%
+102,334
30
$8.32M 0.73%
75,660
+35,502
31
$7.72M 0.68%
+86,158
32
$7.65M 0.67%
+403,268
33
$7.43M 0.65%
72,193
+57,664
34
$7.31M 0.64%
34,496
-66,593
35
$6.75M 0.59%
335,994
+6,422
36
$6.65M 0.58%
246,206
-178,202
37
$6.42M 0.56%
47,450
+44,660
38
$6.4M 0.56%
441,303
+97,652
39
$6.36M 0.56%
156,363
+29,587
40
$6.16M 0.54%
188,284
+145,283
41
$5.96M 0.52%
66,260
+6,268
42
$5.94M 0.52%
+59,063
43
$5.77M 0.51%
144,795
+77,633
44
$5.71M 0.5%
21
-1
45
$5.67M 0.5%
267,138
-41,292
46
$5.62M 0.49%
44,894
-2,165
47
$5.42M 0.48%
502,363
-243,037
48
$5.39M 0.47%
345,985
-5,157
49
$5.34M 0.47%
1,442,029
+768,601
50
$5.31M 0.47%
336,004
-74,732
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