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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.24%
12,698
+7,193
127
$1.04M 0.24%
+35,771
128
$1.03M 0.24%
+18,694
129
$1.03M 0.24%
+9,144
130
$1.02M 0.23%
7,194
+4,844
131
$1.01M 0.23%
+49,788
132
$1.01M 0.23%
+3,824
133
$1M 0.23%
3,504
+1,349
134
$997K 0.23%
+10,786
135
$996K 0.23%
+18,962
136
$991K 0.23%
+19,550
137
$990K 0.23%
+13,258
138
$990K 0.23%
11,716
+5,100
139
$989K 0.23%
11,910
+5,320
140
$971K 0.22%
+22,488
141
$970K 0.22%
+9,485
142
$965K 0.22%
+19,080
143
$960K 0.22%
2,760
+2,041
144
$958K 0.22%
+1,979
145
$958K 0.22%
+114,698
146
$950K 0.22%
+13,453
147
$933K 0.21%
+36,792
148
$931K 0.21%
+3,397
149
$910K 0.21%
+8,828
150
$882K 0.2%
+50,198
4 5
6
7 8