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
551
$21.5K ﹤0.01%
350
-279
552
$20.5K ﹤0.01%
+709
553
$20.5K ﹤0.01%
+15,149
554
$20.1K ﹤0.01%
+680
555
$19.1K ﹤0.01%
+12,988
556
$18.9K ﹤0.01%
+15,023
557
$16.6K ﹤0.01%
+10,510
558
$15.9K ﹤0.01%
+239
559
$14.4K ﹤0.01%
+846
560
$12.3K ﹤0.01%
+380
561
$10.9K ﹤0.01%
+10,257
562
$10.5K ﹤0.01%
+13,713
563
$6.5K ﹤0.01%
1,585
564
– –
-17,070
565
– –
-35,030
566
– –
-13,828
567
– –
-27,412
568
– –
-11,503
569
– –
-2,577
570
– –
-3,708
571
– –
-15,615
572
– –
-2,378
573
– –
-4,140
574
– –
-3,551
575
– –
-15,083
21 22
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