AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
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
State Street Health Care Select Sector SPDR ETF
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 13.8%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.44%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-34,752
527
– –
-81,251
528
– –
-17,259
529
– –
-30,091
530
– –
-20,249
531
– –
-85,186
532
– –
-6,780
533
– –
-400,556
534
– –
-130,185
535
– –
-5,085
536
– –
-44,424
537
– –
-48,087
538
– –
-2,608
539
– –
-4,917
540
– –
-14,873
541
– –
-1,995
542
– –
-13,782
543
– –
-18,639
544
– –
-4,318
545
– –
-4,339
546
– –
-7,437
547
– –
-124,432
548
– –
-22,921
549
– –
-24,368
550
– –
-42,827
20 21
22
23 24