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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$597K 0.3%
+17,932
77
$583K 0.29%
+47,401
78
$569K 0.28%
1,928
-3,987
79
$560K 0.28%
7,514
-7,899
80
$555K 0.28%
847
+111
81
$543K 0.27%
+18,236
82
$535K 0.27%
4,776
-665
83
$532K 0.27%
72,981
+9,812
84
$512K 0.26%
7,650
+426
85
$511K 0.26%
15,236
-5,934
86
$509K 0.25%
+11,988
87
$505K 0.25%
+28,017
88
$501K 0.25%
22,501
-5,352
89
$495K 0.25%
+22,251
90
$491K 0.25%
17,335
91
$478K 0.24%
+6,222
92
$466K 0.23%
13,827
-27,062
93
$463K 0.23%
1,797
-1,014
94
$460K 0.23%
66,218
-1,368
95
$458K 0.23%
22,931
-21,277
96
$458K 0.23%
7,811
-384
97
$454K 0.23%
5,474
-214
98
$451K 0.23%
+11,846
99
$437K 0.22%
+33,238
100
$434K 0.22%
118,147
-128,064
2 3
4
5 6