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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.08M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.94M
5
SKY icon
Champion Homes
SKY
+$1.91M

Top Sells

1
+$5.91M
2
+$4.13M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.35%
+8,795
77
$629K 0.34%
+26,642
78
$628K 0.34%
8,535
+3,738
79
$618K 0.34%
+86,607
80
$615K 0.33%
+1,324
81
$615K 0.33%
+51,951
82
$609K 0.33%
4,956
-10,860
83
$608K 0.33%
22,872
-16,547
84
$606K 0.33%
+64,722
85
$604K 0.33%
+4,605
86
$600K 0.33%
+21,590
87
$598K 0.33%
63,802
-58,840
88
$597K 0.33%
+44,518
89
$580K 0.32%
+4,114
90
$577K 0.31%
+30,201
91
$564K 0.31%
+6,048
92
$555K 0.3%
+4,042
93
$551K 0.3%
+13,418
94
$546K 0.3%
2,674
-1,407
95
$542K 0.29%
+34,787
96
$523K 0.28%
197
+85
97
$514K 0.28%
10,452
-58,767
98
$513K 0.28%
24,007
-55,995
99
$513K 0.28%
4,519
-257
100
$512K 0.28%
3,926
+1,134
2 3
4
5 6