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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$739K 0.28%
+6,105
77
$736K 0.28%
1,888
-4,070
78
$735K 0.28%
+59,853
79
$696K 0.26%
16,321
+10,492
80
$691K 0.26%
18,990
+8,169
81
$691K 0.26%
11,760
+4,863
82
$687K 0.26%
+1,559
83
$684K 0.26%
+13,804
84
$680K 0.26%
+3,918
85
$672K 0.26%
+4,938
86
$671K 0.25%
38,026
+1,628
87
$670K 0.25%
4,603
+1,645
88
$654K 0.25%
+6,616
89
$644K 0.24%
14,656
-2,753
90
$642K 0.24%
+79,623
91
$641K 0.24%
+16,002
92
$635K 0.24%
+3,300
93
$634K 0.24%
+11,928
94
$616K 0.23%
+127,564
95
$605K 0.23%
+2,155
96
$597K 0.23%
6,657
+2,965
97
$596K 0.23%
26,684
-7,597
98
$584K 0.22%
+2,382
99
$583K 0.22%
9,819
-22,048
100
$572K 0.22%
6,590
+1,570
2 3
4
5 6