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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$555K 0.21%
39,986
+9,596
102
$539K 0.2%
61,648
+9,697
103
$537K 0.2%
+8,061
104
$530K 0.2%
2,556
-1,232
105
$521K 0.2%
+6,282
106
$509K 0.19%
+15,187
107
$497K 0.19%
5,740
+2,320
108
$495K 0.19%
4,343
-27,086
109
$492K 0.19%
10,230
-14,972
110
$483K 0.18%
+5,705
111
$476K 0.18%
7,899
+1,124
112
$472K 0.18%
23,612
-6,589
113
$470K 0.18%
+5,505
114
$463K 0.18%
4,709
-4,086
115
$463K 0.18%
22,822
-10,360
116
$463K 0.18%
+27,614
117
$458K 0.17%
32,876
-62,375
118
$457K 0.17%
21,176
-1,965
119
$451K 0.17%
+10,970
120
$449K 0.17%
+9,455
121
$449K 0.17%
+7,838
122
$436K 0.17%
+10,898
123
$436K 0.17%
22,365
-39,280
124
$431K 0.16%
+882
125
$431K 0.16%
3,871
+201
3 4
5
6 7