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Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.77%
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
+$5.73M
2
+$5.28M
3
+$4.19M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.06M
5
ECL icon
Ecolab
ECL
+$3.73M

Top Sells

1
+$22M
2
+$4.23M
3
+$3.08M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.19M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.16M

Sector Composition

1 Technology 15.89%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-2,103
502
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503
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-91,089
504
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-11,574
505
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506
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507
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508
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509
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-36,115
510
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512
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513
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-15,187
514
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-70,885
515
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516
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-8,061
517
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-16,002
518
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519
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520
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521
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522
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