AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
+$39.5M
2
+$8.38M
3
+$6.48M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.07M
5
DIS icon
Walt Disney
DIS
+$5.6M

Top Sells

1
+$11.8M
2
+$11.8M
3
+$10.1M
4
V icon
Visa
V
+$9.61M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.8%
2 Consumer Discretionary 13.7%
3 Industrials 12.78%
4 Technology 10.39%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$34.7K ﹤0.01%
13,107
477
$29.5K ﹤0.01%
+15,848
478
$25.5K ﹤0.01%
+186
479
$24.5K ﹤0.01%
12,903
-1,664
480
$22.9K ﹤0.01%
+10,752
481
$18.1K ﹤0.01%
+11,154
482
– –
-14,938
483
– –
-77,733
484
– –
-44,532
485
– –
-32,374
486
– –
-7,772
487
– –
-4,339
488
– –
-93,741
489
– –
-11,959
490
– –
-2,141
491
– –
-1,586
492
– –
-4,127
493
– –
-12,983
494
– –
-47,874
495
– –
-43,777
496
– –
-18,710
497
– –
-1,314
498
– –
-34,319
499
– –
-10,141
500
– –
-10,761
18 19
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