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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.31%
15,623
+11,340
102
$1.34M 0.31%
214,426
+28,469
103
$1.32M 0.3%
+11,875
104
$1.31M 0.3%
+33,074
105
$1.3M 0.3%
+62,420
106
$1.3M 0.3%
118,528
+24,398
107
$1.27M 0.29%
7,621
+3,703
108
$1.24M 0.28%
+7,439
109
$1.24M 0.28%
73,337
+14,154
110
$1.23M 0.28%
+92,750
111
$1.21M 0.28%
+20,022
112
$1.19M 0.27%
+56,919
113
$1.19M 0.27%
16,244
+9,962
114
$1.17M 0.27%
+25,552
115
$1.16M 0.27%
+21,073
116
$1.14M 0.26%
56,380
+33,558
117
$1.11M 0.25%
51,179
+30,003
118
$1.11M 0.25%
15,436
+5,115
119
$1.09M 0.25%
38,716
+30,759
120
$1.09M 0.25%
23,514
+19,048
121
$1.09M 0.25%
2,496
-268
122
$1.08M 0.25%
+24,801
123
$1.06M 0.24%
15,155
+10,006
124
$1.06M 0.24%
8,085
+5,285
125
$1.06M 0.24%
+46,064
3 4
5
6 7