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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$333K 0.17%
+989
127
$332K 0.17%
1,398
-5,289
128
$332K 0.17%
+16,537
129
$323K 0.16%
10,089
-2,754
130
$322K 0.16%
+1,389
131
$321K 0.16%
+2,210
132
$320K 0.16%
4,797
-11,954
133
$318K 0.16%
+677
134
$313K 0.16%
17,218
-4,224
135
$307K 0.15%
7,539
-8,659
136
$300K 0.15%
+2,012
137
$299K 0.15%
16,296
-26,513
138
$296K 0.15%
+23,815
139
$294K 0.15%
+3,021
140
$293K 0.15%
+12,401
141
$293K 0.15%
2,139
-20,923
142
$287K 0.14%
1,881
+140
143
$284K 0.14%
+1,635
144
$279K 0.14%
3,964
-14,631
145
$278K 0.14%
75,651
+8,577
146
$277K 0.14%
2,968
+95
147
$267K 0.13%
+1,690
148
$266K 0.13%
+11,868
149
$266K 0.13%
+32,270
150
$262K 0.13%
+2,265
4 5
6
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