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
601
– –
-20,402
602
– –
-42,529
603
– –
-43,557
604
– –
-13,782
605
– –
-18,639
606
– –
-793
607
– –
-7,240
608
– –
-5,543
609
– –
-48,990
610
– –
-4,318
611
– –
-24,930
612
– –
-22,741
613
– –
-1,085
614
– –
-10,225
615
– –
-4,691
616
– –
-17,747
617
– –
-40,751
618
– –
-111,295
619
– –
-12,630
620
– –
-132,036
621
– –
-4,147
622
– –
-27,622
623
– –
-15,694
624
– –
-222,186
625
– –
-10,471
23 24
25
26 27