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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.13M
3
+$3.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.07M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.07M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$5.53M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.91M

Sector Composition

1 Financials 15.82%
2 Healthcare 9.89%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$488K 0.23%
10,044
-752
102
$488K 0.23%
71,932
-4,707
103
$483K 0.23%
+7,596
104
$479K 0.22%
60,103
+43,007
105
$471K 0.22%
+36,691
106
$468K 0.22%
14,458
-8,661
107
$458K 0.21%
+7,004
108
$455K 0.21%
+48,935
109
$432K 0.2%
73,612
-81,932
110
$422K 0.2%
2,612
111
$416K 0.19%
+48,804
112
$415K 0.19%
21,484
+6,343
113
$409K 0.19%
+4,094
114
$401K 0.19%
+17,419
115
$394K 0.18%
+30,502
116
$389K 0.18%
+19,225
117
$386K 0.18%
+3,009
118
$379K 0.18%
+5,560
119
$375K 0.18%
+38,904
120
$357K 0.17%
2,338
-10,595
121
$356K 0.17%
+38,604
122
$354K 0.17%
133,431
-2,060
123
$350K 0.16%
+1,347
124
$333K 0.16%
+25,839
125
$328K 0.15%
+24,916
3 4
5
6 7