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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.4%
21,807
+3,622
77
$2.21M 0.39%
109,202
+80,065
78
$2.21M 0.39%
16,268
+3,448
79
$2.2M 0.39%
40,712
+24,770
80
$2.19M 0.39%
+25,844
81
$2.16M 0.38%
28,128
+1,948
82
$2.16M 0.38%
60,563
+16,746
83
$2.16M 0.38%
+43,412
84
$2.13M 0.38%
73,707
+27,643
85
$2.11M 0.37%
+35,773
86
$2.1M 0.37%
221,872
+183,118
87
$2.07M 0.37%
57,682
+33,869
88
$2.06M 0.36%
+153,422
89
$2.05M 0.36%
53,622
-451
90
$2M 0.35%
2,825
-1
91
$1.96M 0.35%
24,428
+11,965
92
$1.96M 0.35%
28,356
+15,744
93
$1.95M 0.34%
22,809
-2,191
94
$1.94M 0.34%
31,390
+1,007
95
$1.94M 0.34%
13,902
+5,817
96
$1.94M 0.34%
18,716
+9,231
97
$1.92M 0.34%
51,045
+7,094
98
$1.91M 0.34%
175,509
-38,917
99
$1.9M 0.34%
52,941
+972
100
$1.9M 0.34%
72,375
-4,152
2 3
4
5 6