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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$93.5K 0.01%
+19,560
527
$92.7K 0.01%
+12,315
528
$87.3K 0.01%
+13,875
529
$86.9K 0.01%
30,819
+16,023
530
$84.1K 0.01%
+1,864
531
$81.7K 0.01%
15,298
-2,722
532
$80K 0.01%
+5,166
533
$79.9K 0.01%
+16,048
534
$79.2K 0.01%
+13,854
535
$78.4K 0.01%
+11,447
536
$77.8K 0.01%
28,199
537
$65.2K 0.01%
+13,689
538
$65K 0.01%
+4,011
539
$61.8K 0.01%
+32,547
540
$57.9K 0.01%
+11,053
541
$55.1K 0.01%
+29,612
542
$49.9K 0.01%
+356,204
543
$42.5K 0.01%
+12,154
544
$38.7K ﹤0.01%
+11,905
545
$33.5K ﹤0.01%
+1,367
546
$30K ﹤0.01%
13,107
547
$26.2K ﹤0.01%
+1,024
548
$25.8K ﹤0.01%
+48,578
549
$22.7K ﹤0.01%
+2,515
550
$21.8K ﹤0.01%
+1,256
20 21
22
23 24