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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.34M 0.29%
50,388
+42,020
102
$2.32M 0.29%
+83,970
103
$2.31M 0.29%
15,898
-31,884
104
$2.29M 0.29%
+2,744
105
$2.29M 0.29%
52,890
+30,711
106
$2.26M 0.28%
+42,209
107
$2.26M 0.28%
2,967
+142
108
$2.25M 0.28%
78,244
-77,550
109
$2.24M 0.28%
+38,870
110
$2.23M 0.28%
5,243
-160
111
$2.22M 0.28%
43,005
-14,980
112
$2.21M 0.28%
+2,297
113
$2.21M 0.28%
18,985
+5,650
114
$2.2M 0.27%
+12,332
115
$2.19M 0.27%
6,259
+679
116
$2.18M 0.27%
172,880
+144,805
117
$2.18M 0.27%
47,656
+37,493
118
$2.15M 0.27%
+28,404
119
$2.13M 0.27%
36,831
+15,906
120
$2.13M 0.27%
34,867
+4,830
121
$2.11M 0.26%
56,144
+3,203
122
$2.1M 0.26%
+43,919
123
$2.1M 0.26%
38,173
+15,552
124
$2.08M 0.26%
83,594
+537
125
$2.06M 0.26%
3,837
+1,774
3 4
5
6 7