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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.63M 0.33%
60,272
-887
102
$2.6M 0.32%
22,479
+2,354
103
$2.53M 0.31%
14,463
-9,917
104
$2.51M 0.31%
23,510
-24,145
105
$2.49M 0.31%
+8,306
106
$2.44M 0.3%
+25,443
107
$2.43M 0.3%
+48,621
108
$2.4M 0.3%
27,827
+15,827
109
$2.35M 0.29%
10,731
-38,439
110
$2.28M 0.28%
73,522
-23,685
111
$2.27M 0.28%
+143,227
112
$2.26M 0.28%
13,900
-1,067
113
$2.22M 0.28%
+68,727
114
$2.21M 0.27%
66,225
+28,287
115
$2.21M 0.27%
+22,068
116
$2.19M 0.27%
50,089
-87,882
117
$2.17M 0.27%
18,592
+6,875
118
$2.16M 0.27%
+54,280
119
$2.16M 0.27%
209,269
-43,709
120
$2.13M 0.27%
+204,879
121
$2.11M 0.26%
12,404
-6,476
122
$2.09M 0.26%
7,692
+2,932
123
$2.08M 0.26%
165,783
+92,678
124
$2.07M 0.26%
70,383
+3,934
125
$2.06M 0.26%
12,493
-19,070
3 4
5
6 7