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
476
– –
-2,125
477
– –
-700
478
– –
-3,243
479
– –
-17,187
480
– –
-3,728
481
– –
-53,976
482
– –
-53,286
483
– –
-10,230
484
– –
-2,462
485
– –
-10,741
486
– –
-3,134
487
– –
-9,519
488
– –
-36,115
489
– –
-5,247
490
– –
-9,587
491
– –
-2,001
492
– –
-15,187
493
– –
-91,089
494
– –
-5,693
495
– –
-16,869
496
– –
-5,751
497
– –
-2,022
498
– –
-4,938
499
– –
-9,123
500
– –
-38,026
17 18 19
20
21