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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.65%
11,265
+2,465
27
$1.69M 0.64%
10,741
+9,257
28
$1.63M 0.62%
34,895
-2,389
29
$1.62M 0.61%
38,190
+16,600
30
$1.61M 0.61%
67,930
+17,870
31
$1.6M 0.61%
+55,145
32
$1.59M 0.6%
12,501
-66,000
33
$1.58M 0.6%
+91,089
34
$1.5M 0.57%
+49,965
35
$1.45M 0.55%
+27,601
36
$1.41M 0.54%
50,368
+10,843
37
$1.41M 0.54%
20,855
-953
38
$1.35M 0.51%
4,569
+2,411
39
$1.34M 0.51%
+16,445
40
$1.34M 0.51%
+16,500
41
$1.3M 0.49%
+11,489
42
$1.26M 0.48%
+21,245
43
$1.25M 0.47%
3,381
+1,213
44
$1.24M 0.47%
9,485
+6,476
45
$1.24M 0.47%
3,742
+2,772
46
$1.24M 0.47%
6,368
-288
47
$1.23M 0.47%
+2,764
48
$1.19M 0.45%
+6,876
49
$1.19M 0.45%
46,614
+2,031
50
$1.17M 0.44%
+31,813
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