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
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.1M
3
+$30.7M
4
AMZN icon
Amazon
AMZN
+$22M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$15.6M

Top Sells

1
+$39.6M
2
+$19M
3
+$17.4M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.3M
5
LNG icon
Cheniere Energy
LNG
+$16.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.84M 0.16%
29,158
-53,704
102
$1.83M 0.16%
258,854
-35,833
103
$1.82M 0.16%
+60,000
104
$1.81M 0.16%
302,074
+134,039
105
$1.81M 0.16%
90,894
-38,298
106
$1.8M 0.16%
+53,749
107
$1.75M 0.15%
65,394
-8,508
108
$1.7M 0.15%
+224,769
109
$1.7M 0.15%
10,657
+4,863
110
$1.62M 0.14%
9,163
+8,110
111
$1.6M 0.14%
88,080
-10,984
112
$1.58M 0.14%
+14,555
113
$1.55M 0.14%
12,871
+1,511
114
$1.54M 0.14%
26,664
-17,139
115
$1.54M 0.14%
+90,519
116
$1.48M 0.13%
12,070
-65,818
117
$1.48M 0.13%
6,477
-60,912
118
$1.48M 0.13%
+17,223
119
$1.42M 0.12%
9,808
+7,500
120
$1.4M 0.12%
+524
121
$1.39M 0.12%
232,960
-101,028
122
$1.39M 0.12%
11,409
-142,976
123
$1.39M 0.12%
+4,577
124
$1.36M 0.12%
+162,309
125
$1.34M 0.12%
18,424
+5,748
3 4
5
6 7