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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.51%
119,262
+79,806
52
$4.07M 0.51%
304,799
+31,766
53
$4.04M 0.5%
14,820
-12,278
54
$4.01M 0.5%
+16,451
55
$4M 0.5%
23,146
+6,694
56
$3.94M 0.49%
37,782
+22,104
57
$3.74M 0.47%
63,637
+22,925
58
$3.67M 0.46%
307,237
+85,365
59
$3.61M 0.45%
19,434
+12,947
60
$3.59M 0.45%
+96,872
61
$3.59M 0.45%
161,156
+44,827
62
$3.57M 0.45%
6,421
-2,359
63
$3.51M 0.44%
117,902
-3,605
64
$3.49M 0.43%
126,786
+114,033
65
$3.38M 0.42%
80,174
+29,129
66
$3.32M 0.41%
+13,436
67
$3.29M 0.41%
118,085
+45,710
68
$3.25M 0.41%
22,141
+3,097
69
$3.25M 0.41%
+3,347
70
$3.23M 0.4%
+87,028
71
$3.23M 0.4%
+115,608
72
$3.18M 0.4%
70,571
+35,027
73
$3.15M 0.39%
33,343
+10,843
74
$3.11M 0.39%
5,070
-1,044
75
$3.05M 0.38%
86,630
+12,923
1 2
3
4 5