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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$418K 0.21%
+7,470
102
$408K 0.2%
+5,368
103
$400K 0.2%
+2,828
104
$396K 0.2%
+559
105
$393K 0.2%
51,667
-205,584
106
$386K 0.19%
1,464
-2,655
107
$385K 0.19%
+2,130
108
$382K 0.19%
+6,034
109
$379K 0.19%
+1,037
110
$374K 0.19%
+2,792
111
$370K 0.18%
+11,474
112
$368K 0.18%
2,343
-5,860
113
$366K 0.18%
2,951
-3,179
114
$365K 0.18%
+12,504
115
$365K 0.18%
+11,439
116
$357K 0.18%
4,111
-49,106
117
$355K 0.18%
3,813
-8,267
118
$350K 0.17%
7,779
+35
119
$345K 0.17%
35,707
-31,572
120
$343K 0.17%
+19,877
121
$341K 0.17%
9,767
-5,155
122
$337K 0.17%
16,026
-2,201
123
$337K 0.17%
+62,441
124
$337K 0.17%
+14,898
125
$337K 0.17%
10,399
-23,221
3 4
5
6 7