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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.08M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.94M
5
SKY icon
Champion Homes
SKY
+$1.91M

Top Sells

1
+$5.91M
2
+$4.13M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.8%
+50,060
27
$1.4M 0.76%
+108,401
28
$1.37M 0.75%
+95,251
29
$1.34M 0.73%
23,270
+9,176
30
$1.28M 0.69%
61,645
-27,282
31
$1.27M 0.69%
4,405
+828
32
$1.23M 0.67%
120,109
+12,916
33
$1.2M 0.66%
15,508
-901
34
$1.18M 0.64%
21,808
-743
35
$1.16M 0.63%
8,800
+1,272
36
$1.13M 0.62%
61,780
+2,417
37
$1.13M 0.61%
+25,202
38
$1.1M 0.6%
6,656
+4,764
39
$1.09M 0.59%
9,864
+4,946
40
$1.05M 0.57%
15,505
+11,541
41
$1.05M 0.57%
+29,995
42
$1.03M 0.56%
132,278
+80,611
43
$994K 0.54%
+44,583
44
$927K 0.5%
+2,689
45
$921K 0.5%
266,314
-62,117
46
$918K 0.5%
15,070
-1,065
47
$908K 0.49%
15,227
-47,171
48
$908K 0.49%
24,297
+18,543
49
$908K 0.49%
22,500
+500
50
$882K 0.48%
+39,525
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