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
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
– –
-18,710
483
– –
-1,314
484
– –
-34,319
485
– –
-10,141
486
– –
-10,761
487
– –
-12,922
488
– –
-28,180
489
– –
-8,513
490
– –
-33,915
491
– –
-8,761
492
– –
-4,710
493
– –
-39,342
494
– –
-125,790
495
– –
-15,157
496
– –
-633
497
– –
-32,306
498
– –
-13,522
499
– –
-155,391
500
– –
-25,666
18 19
20
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