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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.64%
21,338
+15,233
27
$2.81M 0.64%
14,019
+2,911
28
$2.79M 0.64%
18,331
+11,455
29
$2.77M 0.63%
+16,868
30
$2.77M 0.63%
13,580
+11,827
31
$2.73M 0.62%
58,819
+38,502
32
$2.66M 0.61%
+31,026
33
$2.66M 0.61%
5
-4
34
$2.56M 0.58%
26,409
+10,590
35
$2.56M 0.58%
+12,282
36
$2.47M 0.56%
+17,648
37
$2.46M 0.56%
56,440
+18,250
38
$2.42M 0.55%
+122,282
39
$2.4M 0.55%
+19,408
40
$2.3M 0.52%
+30,962
41
$2.29M 0.52%
148,019
+4,462
42
$2.28M 0.52%
50,561
+30,277
43
$2.27M 0.52%
+176,198
44
$2.26M 0.51%
12,531
+9,231
45
$2.17M 0.49%
34,019
+7,025
46
$2.07M 0.47%
5,320
+3,432
47
$1.96M 0.45%
+51,969
48
$1.96M 0.45%
25,000
-8,000
49
$1.95M 0.45%
26,180
-1,561
50
$1.95M 0.45%
58,838
+27,025
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