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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.44%
18,828
+14,485
52
$1.93M 0.44%
59,681
+31,476
53
$1.93M 0.44%
20,824
+17,520
54
$1.9M 0.43%
25,442
+8,997
55
$1.9M 0.43%
46,969
+12,074
56
$1.89M 0.43%
39,029
+11,428
57
$1.86M 0.43%
9,195
+4,230
58
$1.83M 0.42%
5,112
+1,731
59
$1.81M 0.41%
+62,192
60
$1.8M 0.41%
26,867
+6,012
61
$1.8M 0.41%
+26,846
62
$1.8M 0.41%
+37,009
63
$1.79M 0.41%
6,030
+2,288
64
$1.77M 0.4%
+25,878
65
$1.76M 0.4%
+14,905
66
$1.76M 0.4%
19,834
+15,870
67
$1.73M 0.39%
+70,525
68
$1.73M 0.39%
30,383
+9,138
69
$1.72M 0.39%
+18,185
70
$1.67M 0.38%
+4,498
71
$1.67M 0.38%
13,300
+10,785
72
$1.66M 0.38%
+6,510
73
$1.65M 0.38%
2,554
+1,156
74
$1.63M 0.37%
37,979
+16,124
75
$1.61M 0.37%
10,000
-25,000
1 2
3
4 5