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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.08M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.94M
5
SKY icon
Champion Homes
SKY
+$1.91M

Top Sells

1
+$5.91M
2
+$4.13M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$879K 0.48%
8,324
+4,511
52
$861K 0.47%
+8,787
53
$835K 0.45%
+11,565
54
$828K 0.45%
1,752
-754
55
$825K 0.45%
+9,001
56
$816K 0.44%
11,977
-16,712
57
$813K 0.44%
64,436
+44,559
58
$804K 0.44%
+9,911
59
$800K 0.44%
30,660
+12,424
60
$786K 0.43%
+24,981
61
$779K 0.42%
1,164
+605
62
$773K 0.42%
17,409
+2,173
63
$740K 0.4%
+3,706
64
$724K 0.39%
+28,383
65
$724K 0.39%
3,788
-2,064
66
$717K 0.39%
34,281
+18,255
67
$711K 0.39%
+33,182
68
$699K 0.38%
+36,398
69
$696K 0.38%
2,168
-12,856
70
$689K 0.37%
+15,911
71
$686K 0.37%
40,224
+17,293
72
$686K 0.37%
+2,158
73
$681K 0.37%
10,911
+6,976
74
$647K 0.35%
14,548
+3,074
75
$645K 0.35%
+12,035
1 2
3
4 5