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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.31M 0.41%
+43,701
77
$3.25M 0.4%
168,859
-217,622
78
$3.21M 0.4%
+21,917
79
$3.19M 0.4%
66,015
-10,059
80
$3.14M 0.39%
91,435
-1,101
81
$3.11M 0.39%
131,553
-308
82
$3.04M 0.38%
+35,988
83
$3.01M 0.37%
13,100
+12
84
$2.97M 0.37%
56,052
+12,111
85
$2.97M 0.37%
395,096
-236,315
86
$2.95M 0.37%
+52,158
87
$2.95M 0.37%
35,036
-44,182
88
$2.94M 0.37%
7,023
-5,246
89
$2.94M 0.37%
78,176
+22,819
90
$2.93M 0.36%
+22,238
91
$2.91M 0.36%
15,277
-1,240
92
$2.86M 0.36%
21,647
-470
93
$2.83M 0.35%
73,165
-19,850
94
$2.82M 0.35%
+35,362
95
$2.82M 0.35%
+405,186
96
$2.79M 0.35%
41,902
+38,214
97
$2.71M 0.34%
+188,630
98
$2.69M 0.33%
20,335
+10,140
99
$2.69M 0.33%
31,405
-21,652
100
$2.69M 0.33%
101,375
-10,145
2 3
4
5 6