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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 0.64%
+106,282
27
$5.01M 0.62%
+97,614
28
$4.95M 0.62%
63,442
+43,897
29
$4.82M 0.6%
24,978
-9,323
30
$4.72M 0.59%
107,369
-40,494
31
$4.7M 0.58%
59,070
+7,767
32
$4.57M 0.57%
51,888
-19,336
33
$4.53M 0.56%
9,935
+8,776
34
$4.53M 0.56%
59,185
+24,266
35
$4.52M 0.56%
79,650
-57,865
36
$4.47M 0.56%
+275,025
37
$4.43M 0.55%
42,892
+40,564
38
$4.39M 0.55%
178,483
-845
39
$4.38M 0.54%
9,257
+4,713
40
$4.32M 0.54%
46,754
-72,724
41
$4.29M 0.53%
203,587
+15,712
42
$4.28M 0.53%
+101,757
43
$4.27M 0.53%
29,880
+25,173
44
$4.2M 0.52%
37,446
+21,076
45
$4.19M 0.52%
97,640
+42,633
46
$4.19M 0.52%
31,190
-38,814
47
$4.15M 0.52%
12,614
+4,457
48
$4.1M 0.51%
36,222
-7,336
49
$4.07M 0.51%
56,056
+36,119
50
$4.03M 0.5%
12,744
-31,943
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