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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.52%
56,896
-13,317
52
$1.02M 0.51%
8,200
+450
53
$1.02M 0.51%
+42,642
54
$975K 0.49%
84,344
+47,382
55
$949K 0.47%
122,642
+18,360
56
$938K 0.47%
+80,911
57
$915K 0.46%
+16,260
58
$874K 0.44%
13,983
+9,877
59
$865K 0.43%
4,081
-4,124
60
$858K 0.43%
3,577
-41,681
61
$826K 0.41%
16,135
-3,865
62
$807K 0.4%
4,628
-6,290
63
$785K 0.39%
+11,573
64
$781K 0.39%
5,692
-2,796
65
$775K 0.39%
+10,711
66
$764K 0.38%
+7,528
67
$762K 0.38%
39,419
+16,722
68
$749K 0.37%
5,924
-451
69
$729K 0.36%
123,821
-6,720
70
$718K 0.36%
34,523
-17,967
71
$707K 0.35%
+2,093
72
$704K 0.35%
+19,683
73
$687K 0.34%
22,000
-3,000
74
$677K 0.34%
+14,094
75
$667K 0.33%
4,918
-586
1 2
3
4 5