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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.13M
3
+$3.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.07M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.07M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$5.53M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.91M

Sector Composition

1 Financials 15.82%
2 Healthcare 9.89%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.82%
10,141
-1,100
27
$1.76M 0.82%
+7,039
28
$1.59M 0.75%
+11,971
29
$1.59M 0.74%
3
30
$1.5M 0.7%
11,066
-13,753
31
$1.46M 0.68%
46,229
-111,101
32
$1.44M 0.67%
+9,352
33
$1.43M 0.67%
34,219
+4,938
34
$1.42M 0.66%
51,655
-6,211
35
$1.31M 0.61%
+18,291
36
$1.31M 0.61%
17,321
37
$1.3M 0.61%
112,879
-54,024
38
$1.18M 0.55%
16,751
-37
39
$1.17M 0.55%
22,684
-36,460
40
$1.14M 0.53%
29,349
-63,666
41
$1.13M 0.53%
51,536
+11,547
42
$1.11M 0.52%
+12,264
43
$1.1M 0.52%
+6,012
44
$1.09M 0.51%
20,276
+7,237
45
$1.09M 0.51%
23,898
-39,270
46
$1.06M 0.5%
+16,853
47
$1.06M 0.49%
18,720
+7,362
48
$1.05M 0.49%
41,271
-3,711
49
$1.05M 0.49%
6,318
-6,510
50
$1.04M 0.49%
31,840
-821
1
2
3 4 5