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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.48%
5
52
$2.69M 0.48%
28,726
+8,892
53
$2.69M 0.47%
18,233
-595
54
$2.67M 0.47%
10,137
+942
55
$2.67M 0.47%
+51,237
56
$2.64M 0.47%
8,479
+1,969
57
$2.64M 0.47%
16,298
-5,288
58
$2.64M 0.47%
19,044
+9,900
59
$2.61M 0.46%
25,141
+8,664
60
$2.58M 0.46%
6,273
+1,775
61
$2.56M 0.45%
+76,021
62
$2.56M 0.45%
51,660
-4,780
63
$2.55M 0.45%
92,848
+19,511
64
$2.54M 0.45%
106,463
+77,120
65
$2.51M 0.44%
+30,526
66
$2.51M 0.44%
+83,057
67
$2.49M 0.44%
+10,245
68
$2.49M 0.44%
15,638
+11,355
69
$2.48M 0.44%
88,243
-32,780
70
$2.44M 0.43%
96,355
+70,355
71
$2.41M 0.43%
+36,548
72
$2.38M 0.42%
5,403
-4,046
73
$2.36M 0.42%
68,283
+31,491
74
$2.36M 0.42%
26,428
+5,626
75
$2.3M 0.41%
16,452
+4,577
1 2
3
4 5