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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.37%
+54,073
77
$1.61M 0.37%
+20,035
78
$1.61M 0.37%
+11,057
79
$1.59M 0.36%
+61,707
80
$1.58M 0.36%
2,826
+2,302
81
$1.58M 0.36%
+99,302
82
$1.57M 0.36%
12,820
+319
83
$1.57M 0.36%
38,622
+27,652
84
$1.56M 0.36%
76,527
+26,562
85
$1.56M 0.36%
+7,727
86
$1.56M 0.36%
+43,817
87
$1.56M 0.36%
+16,762
88
$1.56M 0.35%
+26,390
89
$1.52M 0.35%
20,802
-13,233
90
$1.46M 0.33%
+34,726
91
$1.46M 0.33%
+53,310
92
$1.46M 0.33%
43,951
-28,049
93
$1.45M 0.33%
+4,493
94
$1.44M 0.33%
19,158
+14,320
95
$1.43M 0.33%
+16,477
96
$1.42M 0.32%
63,549
+16,935
97
$1.4M 0.32%
4,676
+3,204
98
$1.4M 0.32%
9,666
-9,524
99
$1.38M 0.32%
+16,957
100
$1.36M 0.31%
+59,580
2 3
4
5 6