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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.92M 0.69%
+30,012
27
$3.91M 0.69%
13,050
+9,546
28
$3.87M 0.68%
121,507
+59,315
29
$3.86M 0.68%
57,456
+50,042
30
$3.8M 0.67%
+168,736
31
$3.67M 0.65%
24,142
-7,036
32
$3.63M 0.64%
123,814
+53,289
33
$3.52M 0.62%
73,358
-7,360
34
$3.39M 0.6%
+47,121
35
$3.37M 0.6%
155,794
+33,512
36
$3.3M 0.58%
15,665
+1,646
37
$3.28M 0.58%
+12,941
38
$3.13M 0.55%
61,051
+22,022
39
$3.11M 0.55%
55,523
+44,228
40
$3.09M 0.54%
273,033
+154,505
41
$3.05M 0.54%
6,114
-932
42
$3.04M 0.54%
21,602
+264
43
$3.03M 0.54%
52,617
+43,602
44
$3M 0.53%
57,226
-40,141
45
$2.99M 0.53%
+39,422
46
$2.97M 0.52%
65,992
+48,510
47
$2.94M 0.52%
49,918
+11,939
48
$2.85M 0.5%
45,094
+19,216
49
$2.83M 0.5%
57,985
-9,315
50
$2.73M 0.48%
116,329
+65,150
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