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
651
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652
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-102,671
654
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-8,552
655
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656
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-1,892
657
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-259
658
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-147,920
659
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-5,028
660
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-12,453
661
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-21,638
662
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663
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-12,983
664
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-47,874
665
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-43,777
666
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-26,194
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