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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.49%
+33,678
52
$3.9M 0.48%
98,237
+63,888
53
$3.88M 0.48%
+15,251
54
$3.88M 0.48%
80,535
-62,077
55
$3.87M 0.48%
113,009
-267,607
56
$3.83M 0.48%
+48,948
57
$3.8M 0.47%
298,669
+57,584
58
$3.77M 0.47%
+10,215
59
$3.74M 0.47%
+295,971
60
$3.72M 0.46%
27,335
-33,683
61
$3.62M 0.45%
6,178
+916
62
$3.61M 0.45%
8,561
-27,817
63
$3.58M 0.45%
30,076
-569
64
$3.54M 0.44%
+108,091
65
$3.53M 0.44%
15,727
+2,448
66
$3.5M 0.44%
38,543
-50,030
67
$3.48M 0.43%
11,630
+10,066
68
$3.43M 0.43%
283,472
-62,383
69
$3.43M 0.43%
14,175
+2,992
70
$3.43M 0.43%
16,815
-5,288
71
$3.41M 0.42%
44,338
-76,226
72
$3.4M 0.42%
65,312
+47,135
73
$3.4M 0.42%
8,649
-13
74
$3.37M 0.42%
132,459
+75,654
75
$3.32M 0.41%
317,544
-20,608
1 2
3
4 5