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
651
– –
-77,733
652
– –
-44,532
653
– –
-32,374
654
– –
-7,772
655
– –
-93,741
656
– –
-11,959
657
– –
-2,141
658
– –
-1,586
659
– –
-4,127
660
– –
-302
661
– –
-27,680
662
– –
-20,349
663
– –
-5,153
664
– –
-6,360
665
– –
-122,484
666
– –
-77,190
23 24 25 26
27