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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 0.69%
15,928
+7,449
27
$5.37M 0.67%
74,395
+60,015
28
$5.21M 0.65%
28,857
+4,715
29
$5.18M 0.65%
101,410
+17,804
30
$5.12M 0.64%
76,001
-8,700
31
$5.1M 0.64%
59,318
+5,193
32
$5.05M 0.63%
36,456
+6,444
33
$5.05M 0.63%
+51,442
34
$5.04M 0.63%
54,008
+14,586
35
$5M 0.62%
116,706
+106,160
36
$4.9M 0.61%
9,441
+159
37
$4.87M 0.61%
43,623
+2,587
38
$4.77M 0.6%
244,608
+135,406
39
$4.76M 0.59%
52,730
+1,070
40
$4.69M 0.59%
+69,276
41
$4.66M 0.58%
106,546
+18,888
42
$4.63M 0.58%
125,077
-24,404
43
$4.58M 0.57%
+128,679
44
$4.58M 0.57%
26,698
+2,415
45
$4.46M 0.56%
16,613
+15,068
46
$4.45M 0.56%
86,605
+36,687
47
$4.29M 0.54%
74,481
+23,244
48
$4.26M 0.53%
84,668
+27,442
49
$4.24M 0.53%
51,392
+23,946
50
$4.12M 0.51%
109,309
+89,603
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