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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.88%
5,156
-164
27
$1.68M 0.84%
+162,149
28
$1.62M 0.81%
42,768
29
$1.54M 0.77%
+15,816
30
$1.51M 0.76%
52,865
-8,095
31
$1.5M 0.75%
+30,203
32
$1.49M 0.75%
81,466
+32,541
33
$1.49M 0.74%
+19,934
34
$1.47M 0.74%
328,431
+71,835
35
$1.42M 0.71%
84,394
+2,352
36
$1.41M 0.7%
+45,616
37
$1.38M 0.69%
43,438
-38,277
38
$1.35M 0.67%
+22,551
39
$1.29M 0.64%
88,927
-7,160
40
$1.25M 0.63%
5,852
-9,019
41
$1.25M 0.62%
14,913
+3,804
42
$1.22M 0.61%
8,200
+6,445
43
$1.22M 0.61%
+2,506
44
$1.2M 0.6%
16,409
-912
45
$1.19M 0.59%
+6,302
46
$1.17M 0.58%
2,277
+1,454
47
$1.13M 0.57%
107,193
+26,322
48
$1.13M 0.57%
12,713
-4,499
49
$1.06M 0.53%
59,363
-52,465
50
$1.05M 0.52%
+2,792
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