AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$80.4M
2
+$54.6M
3
+$36.1M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$23.4M
5
AMZN icon
Amazon
AMZN
+$21.9M

Top Sells

1
+$39.6M
2
+$21.5M
3
+$20.2M
4
DIS icon
Walt Disney
DIS
+$19M
5
CP icon
Canadian Pacific Kansas City
CP
+$17.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.09M 0.31%
261,723
+224,322
77
$2.99M 0.3%
+173,239
78
$2.99M 0.3%
+193,245
79
$2.78M 0.28%
+309,356
80
$2.77M 0.28%
190,136
+40,135
81
$2.72M 0.28%
+100,000
82
$2.66M 0.27%
14,997
+578
83
$2.59M 0.26%
+60,108
84
$2.58M 0.26%
+129,323
85
$2.5M 0.25%
+361,394
86
$2.46M 0.25%
+333,306
87
$2.36M 0.24%
+7,500
88
$2.34M 0.24%
+263,608
89
$2.34M 0.24%
49,238
+15,981
90
$2.33M 0.24%
+151,239
91
$2.2M 0.22%
158,609
+38,353
92
$2.2M 0.22%
138,085
+76,951
93
$2.08M 0.21%
+48,201
94
$2.02M 0.21%
+97,538
95
$2.02M 0.2%
16,863
-23,464
96
$2.02M 0.2%
31,700
+27,224
97
$2M 0.2%
+11,250
98
$2M 0.2%
79,396
-106,120
99
$1.94M 0.2%
20,372
-20,526
100
$1.86M 0.19%
2,985
+2,504
2 3
4
5 6