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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.33%
+25,004
102
$1.89M 0.33%
22,500
-8,848
103
$1.83M 0.32%
27,446
+579
104
$1.82M 0.32%
7,405
-6,175
105
$1.81M 0.32%
11,874
-1,426
106
$1.8M 0.32%
34,534
+14,984
107
$1.8M 0.32%
30,986
+19,259
108
$1.79M 0.32%
10,000
109
$1.77M 0.31%
+10,597
110
$1.75M 0.31%
+6,483
111
$1.74M 0.31%
20,865
+4,103
112
$1.74M 0.31%
141,639
+97,296
113
$1.72M 0.3%
227,019
+155,075
114
$1.72M 0.3%
52,158
+16,387
115
$1.71M 0.3%
181,543
+159,882
116
$1.68M 0.3%
4,743
+67
117
$1.63M 0.29%
7,952
-4,579
118
$1.63M 0.29%
+4,832
119
$1.62M 0.29%
+40,882
120
$1.62M 0.29%
21,986
+5,742
121
$1.55M 0.27%
16,659
-298
122
$1.55M 0.27%
3,303
+2,506
123
$1.54M 0.27%
+10,490
124
$1.53M 0.27%
199,004
+147,665
125
$1.48M 0.26%
38,327
-295
3 4
5
6 7