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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$430K 0.16%
+10,696
127
$422K 0.16%
1,472
+201
128
$415K 0.16%
+7,402
129
$414K 0.16%
8,765
+954
130
$411K 0.16%
+3,762
131
$410K 0.16%
50,983
-13,739
132
$409K 0.16%
+36,115
133
$405K 0.15%
11,426
-13,555
134
$405K 0.15%
4,283
+1,043
135
$403K 0.15%
+6,491
136
$398K 0.15%
994
-1,695
137
$398K 0.15%
+1,304
138
$397K 0.15%
+2,515
139
$396K 0.15%
7,563
-2,889
140
$396K 0.15%
4,864
+1,056
141
$395K 0.15%
+1,355
142
$394K 0.15%
14,502
+183
143
$388K 0.15%
9,411
+727
144
$386K 0.15%
+2,103
145
$383K 0.15%
2,022
-8,035
146
$382K 0.15%
+8,393
147
$381K 0.14%
7,576
-6,972
148
$381K 0.14%
827
-925
149
$380K 0.14%
5,269
-3,266
150
$379K 0.14%
+12,268
4 5
6
7 8