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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.43%
50,078
+26,071
52
$1.14M 0.43%
94,130
+30,328
53
$1.12M 0.43%
16,250
+1,180
54
$1.08M 0.41%
+33,580
55
$1.08M 0.41%
+22,307
56
$1.06M 0.4%
141,186
+8,908
57
$1.05M 0.4%
+28,205
58
$1.05M 0.4%
4,965
+1,259
59
$1.04M 0.39%
+20,317
60
$1.01M 0.38%
10,321
+1,534
61
$993K 0.38%
22,500
62
$966K 0.37%
1,398
+234
63
$953K 0.36%
13,342
-2,166
64
$923K 0.35%
+1,170
65
$913K 0.35%
185,957
+148,650
66
$901K 0.34%
42,713
+2,489
67
$894K 0.34%
+59,183
68
$861K 0.33%
+8,024
69
$848K 0.32%
9,123
+6,737
70
$786K 0.3%
+24,676
71
$773K 0.29%
+4,502
72
$763K 0.29%
53,286
-33,321
73
$755K 0.29%
+20,284
74
$751K 0.29%
+21,855
75
$744K 0.28%
+53,976
1 2
3
4 5