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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.08M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.94M
5
SKY icon
Champion Homes
SKY
+$1.91M

Top Sells

1
+$5.91M
2
+$4.13M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$375K 0.2%
65,779
-58,042
127
$371K 0.2%
+17,320
128
$371K 0.2%
+5,465
129
$363K 0.2%
+7,166
130
$360K 0.2%
+1,810
131
$352K 0.19%
11,976
-12
132
$352K 0.19%
5,593
-2,057
133
$346K 0.19%
4,155
-1,319
134
$344K 0.19%
+18,811
135
$341K 0.19%
+8,974
136
$324K 0.18%
8,076
+2,593
137
$323K 0.18%
2,821
+556
138
$323K 0.18%
+970
139
$322K 0.18%
3,692
+671
140
$322K 0.18%
5,020
-2,450
141
$318K 0.17%
12,329
+2,240
142
$317K 0.17%
7,229
-22,974
143
$314K 0.17%
+4,016
144
$311K 0.17%
2,175
+563
145
$311K 0.17%
3,009
+19
146
$310K 0.17%
1,107
-357
147
$303K 0.17%
+4,682
148
$303K 0.16%
+656
149
$302K 0.16%
2,000
-6,200
150
$302K 0.16%
3,808
-1,560
4 5
6
7 8