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
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.1M
3
+$30.7M
4
AMZN icon
Amazon
AMZN
+$22M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$15.6M

Top Sells

1
+$39.6M
2
+$19M
3
+$17.4M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.3M
5
LNG icon
Cheniere Energy
LNG
+$16.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.12%
+30,000
127
$1.25M 0.11%
+24,214
128
$1.24M 0.11%
+21,418
129
$1.24M 0.11%
+79,444
130
$1.21M 0.11%
172,292
-640,717
131
$1.18M 0.1%
19,900
-1,106
132
$1.17M 0.1%
+6,431
133
$1.17M 0.1%
+32,908
134
$1.16M 0.1%
+21,472
135
$1.08M 0.1%
+37,911
136
$1.07M 0.09%
+100,562
137
$1.04M 0.09%
4,792
+2,251
138
$1M 0.09%
+47,284
139
$992K 0.09%
5,957
-55
140
$990K 0.09%
114,628
-21,493
141
$967K 0.09%
+11,300
142
$952K 0.08%
+6,850
143
$935K 0.08%
88,936
-175,272
144
$933K 0.08%
+17,939
145
$903K 0.08%
+9,234
146
$886K 0.08%
+5,361
147
$882K 0.08%
+55,795
148
$855K 0.08%
+20,302
149
$854K 0.08%
10,622
+7,057
150
$842K 0.07%
+64,350
4 5
6
7 8