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
526
– –
-10,463
527
– –
-15,598
528
– –
-99,924
529
– –
-16,985
530
– –
-19,586
531
– –
-120,586
532
– –
-3,970
533
– –
-9,678
534
– –
-10,794
535
– –
-23,859
536
– –
-18,003
537
– –
-20,117
538
– –
-5,254
539
– –
-23,596
540
– –
-55,006
541
– –
-30,325
542
– –
-42,769
543
– –
-2,713
544
– –
-27,473
545
– –
-30,186
546
– –
-2,115
547
– –
-9,481
548
– –
-19,924
549
– –
-1,046
550
– –
-58,152
20 21
22
23 24