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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.08M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.94M
5
SKY icon
Champion Homes
SKY
+$1.91M

Top Sells

1
+$5.91M
2
+$4.13M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$509K 0.28%
+32,118
102
$497K 0.27%
+17,093
103
$470K 0.26%
7,409
-41,461
104
$467K 0.25%
+3,291
105
$460K 0.25%
+2,225
106
$451K 0.25%
+30,390
107
$441K 0.24%
+10,180
108
$441K 0.24%
+4,525
109
$432K 0.24%
7,811
110
$429K 0.23%
+17,283
111
$424K 0.23%
+23,141
112
$423K 0.23%
6,897
+863
113
$423K 0.23%
14,319
-3,016
114
$420K 0.23%
+6,775
115
$418K 0.23%
+9,815
116
$417K 0.23%
2,958
-2,966
117
$410K 0.22%
43,952
-12,944
118
$408K 0.22%
6,450
-25,121
119
$403K 0.22%
1,782
+393
120
$395K 0.21%
3,670
+1,084
121
$388K 0.21%
8,684
+905
122
$386K 0.21%
3,173
-2,519
123
$382K 0.21%
19,803
+2,585
124
$376K 0.2%
1,060
-1,033
125
$375K 0.2%
+21,860
3 4
5
6 7