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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.04M 0.38%
32,764
+9,955
77
$3.02M 0.38%
+82,013
78
$2.92M 0.36%
19,180
-2,422
79
$2.91M 0.36%
14,551
+6,375
80
$2.91M 0.36%
108,038
-34,294
81
$2.85M 0.36%
187,088
+33,666
82
$2.84M 0.35%
20,713
+4,445
83
$2.81M 0.35%
36,340
+26,268
84
$2.71M 0.34%
17,947
+4,045
85
$2.7M 0.34%
+59,008
86
$2.63M 0.33%
37,980
+1,432
87
$2.63M 0.33%
287,898
+106,355
88
$2.58M 0.32%
+316,246
89
$2.58M 0.32%
49,623
-10,940
90
$2.57M 0.32%
+66,928
91
$2.56M 0.32%
19,547
-22,920
92
$2.55M 0.32%
+31,952
93
$2.54M 0.32%
4
-1
94
$2.48M 0.31%
18,720
+6,750
95
$2.45M 0.31%
43,155
+30,684
96
$2.43M 0.3%
+38,917
97
$2.41M 0.3%
24,918
+11,434
98
$2.39M 0.3%
+130,560
99
$2.37M 0.3%
+16,927
100
$2.34M 0.29%
+25,315
2 3
4
5 6