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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.13M
3
+$3.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.07M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.07M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$5.53M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.91M

Sector Composition

1 Financials 15.82%
2 Healthcare 9.89%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$704K 0.33%
41,255
-83,831
77
$676K 0.32%
3,183
-1,825
78
$672K 0.31%
13,725
-5,105
79
$641K 0.3%
+43,257
80
$636K 0.3%
+12,911
81
$631K 0.3%
+18,338
82
$626K 0.29%
+14,343
83
$623K 0.29%
+6,280
84
$621K 0.29%
+36,861
85
$613K 0.29%
+29,733
86
$608K 0.28%
+48,158
87
$590K 0.28%
+27,708
88
$578K 0.27%
33,042
+17,745
89
$575K 0.27%
5,982
+2,607
90
$574K 0.27%
+2,201
91
$563K 0.26%
14,026
-720
92
$548K 0.26%
+17,245
93
$545K 0.25%
+3,172
94
$535K 0.25%
88,371
+68,256
95
$518K 0.24%
+4,586
96
$513K 0.24%
21,824
-21,620
97
$504K 0.24%
1,037
+344
98
$497K 0.23%
15,533
99
$496K 0.23%
40,855
-13,467
100
$490K 0.23%
+7,000
2 3
4
5 6