AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$80.4M
2
+$54.6M
3
+$36.1M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$23.4M
5
AMZN icon
Amazon
AMZN
+$21.9M

Top Sells

1
+$39.6M
2
+$21.5M
3
+$20.2M
4
DIS icon
Walt Disney
DIS
+$19M
5
CP icon
Canadian Pacific Kansas City
CP
+$17.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.26M 0.53%
+607,705
52
$5.15M 0.52%
132,781
+128,061
53
$4.95M 0.5%
+343,259
54
$4.79M 0.49%
187,337
-9,985
55
$4.27M 0.43%
106,260
+23,104
56
$4.23M 0.43%
1,010,083
+333,808
57
$4.17M 0.42%
51,328
+5,419
58
$4.16M 0.42%
13,331
-21,843
59
$4.04M 0.41%
6,349
+5,145
60
$4M 0.41%
299,005
+85,315
61
$3.86M 0.39%
248,625
+2,022
62
$3.84M 0.39%
+21,000
63
$3.81M 0.39%
1,034,185
+530,946
64
$3.66M 0.37%
82,619
+47,713
65
$3.62M 0.37%
25,914
-23,618
66
$3.56M 0.36%
163,292
+9,135
67
$3.54M 0.36%
140,099
+116,662
68
$3.51M 0.36%
143,063
+70,695
69
$3.43M 0.35%
675,309
-605,488
70
$3.43M 0.35%
+34,367
71
$3.28M 0.33%
78,004
-54,536
72
$3.21M 0.33%
+21,949
73
$3.17M 0.32%
+48,207
74
$3.15M 0.32%
78,571
-238,573
75
$3.12M 0.32%
39,349
+19,843
1 2
3
4 5