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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.06M 0.26%
11,200
+1,200
127
$2.04M 0.25%
+28,757
128
$2M 0.25%
9,690
-5,948
129
$2M 0.25%
167,430
+25,791
130
$1.99M 0.25%
+33,105
131
$1.98M 0.25%
11,878
+10,423
132
$1.98M 0.25%
619,674
+264,058
133
$1.97M 0.25%
17,569
-13,417
134
$1.96M 0.24%
4,033
-710
135
$1.96M 0.24%
211,938
-15,081
136
$1.95M 0.24%
+4,393
137
$1.94M 0.24%
+66,496
138
$1.93M 0.24%
22,042
+6,585
139
$1.92M 0.24%
29,957
+16,987
140
$1.91M 0.24%
4,579
+911
141
$1.91M 0.24%
189,630
+124,691
142
$1.89M 0.24%
45,140
+4,258
143
$1.89M 0.24%
17,973
-7,031
144
$1.89M 0.24%
25,678
+4,813
145
$1.87M 0.23%
25,230
+6,116
146
$1.87M 0.23%
+114,825
147
$1.86M 0.23%
51,794
+16,173
148
$1.85M 0.23%
+83,082
149
$1.83M 0.23%
5,478
-1,005
150
$1.82M 0.23%
+13,789
4 5
6
7 8