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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.13M
3
+$3.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.07M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.07M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$5.53M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.91M

Sector Composition

1 Financials 15.82%
2 Healthcare 9.89%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.48%
262,990
-11,027
52
$1.02M 0.48%
+18,538
53
$1.01M 0.47%
+11,184
54
$985K 0.46%
+66,700
55
$981K 0.46%
+44,154
56
$970K 0.45%
3,147
+698
57
$906K 0.42%
+4,931
58
$877K 0.41%
187,788
+73,678
59
$865K 0.4%
115,428
+54,068
60
$841K 0.39%
5,160
-13,300
61
$828K 0.39%
49,260
-77,324
62
$813K 0.38%
18,152
-14,150
63
$808K 0.38%
41,995
-9,242
64
$802K 0.38%
+25,008
65
$799K 0.37%
+56,510
66
$798K 0.37%
+34,980
67
$789K 0.37%
+16,565
68
$788K 0.37%
4,149
-5,865
69
$782K 0.37%
5,370
-4,808
70
$772K 0.36%
+23,303
71
$740K 0.35%
+10,720
72
$731K 0.34%
+22,987
73
$723K 0.34%
+85,013
74
$721K 0.34%
9,539
+767
75
$712K 0.33%
22,240
+10,362
1 2
3
4 5