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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.13M
3
+$3.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.07M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.07M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$5.53M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.91M

Sector Composition

1 Financials 15.82%
2 Healthcare 9.89%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.15%
7,291
-1,259
127
$326K 0.15%
2,600
+571
128
$323K 0.15%
+2,401
129
$322K 0.15%
+11,414
130
$319K 0.15%
+19,616
131
$316K 0.15%
1,275
+215
132
$316K 0.15%
+2,087
133
$312K 0.15%
+42,680
134
$310K 0.15%
5,322
+1,727
135
$309K 0.14%
+8,835
136
$308K 0.14%
+50,531
137
$307K 0.14%
85,921
+30,442
138
$300K 0.14%
+11,190
139
$298K 0.14%
+2,933
140
$298K 0.14%
16,106
-2,778
141
$297K 0.14%
+35,145
142
$296K 0.14%
+9,158
143
$295K 0.14%
6,156
-27,405
144
$289K 0.14%
+8,966
145
$289K 0.14%
+48,298
146
$285K 0.13%
1,999
-2,056
147
$278K 0.13%
1,430
-11,214
148
$264K 0.12%
+3,328
149
$263K 0.12%
38,969
+14,128
150
$262K 0.12%
+5,178
4 5
6
7 8