AI
Atom Investors Portfolio holdings
AUM
$1.13B
1-Year Return
11.83%
This Quarter Return
+0.26%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$805M
AUM Growth
-$150M
(-16%)
Cap. Flow
-$160M
Cap. Flow
% of AUM
-19.92%
Top 10 Holdings %
Top 10 Hldgs %
15.37%
Holding
666
New
210
Increased
107
Reduced
158
Closed
185
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$38.3M |
| 2 |
Regions Financial
RF
|
$7.97M |
| 3 |
Chevron
CVX
|
$6.13M |
| 4 |
Walt Disney
DIS
|
$5.94M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$5.7M |
Top Sells
| 1 |
Microsoft
MSFT
|
$11.7M |
| 2 |
UnitedHealth
UNH
|
$10.5M |
| 3 |
Visa
V
|
$10.1M |
| 4 |
Axalta
AXTA
|
$9.16M |
| 5 |
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% |
