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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.05M 0.25%
+34,970
127
$2.03M 0.25%
+92,592
128
$2.02M 0.25%
45,986
-38,386
129
$2.02M 0.25%
17,606
+15,669
130
$1.95M 0.24%
84,203
+68,705
131
$1.95M 0.24%
+775,417
132
$1.94M 0.24%
33,747
-37,451
133
$1.91M 0.24%
42,459
+22,211
134
$1.83M 0.23%
+820,094
135
$1.82M 0.23%
1,931
-1,673
136
$1.81M 0.23%
+37,928
137
$1.81M 0.22%
28,354
+13,476
138
$1.79M 0.22%
51,765
+46,630
139
$1.79M 0.22%
34,012
+13,711
140
$1.79M 0.22%
+25,021
141
$1.76M 0.22%
3,010
-12,338
142
$1.76M 0.22%
38,033
-18,291
143
$1.74M 0.22%
131,707
-85,431
144
$1.73M 0.21%
+104,507
145
$1.72M 0.21%
+130,448
146
$1.7M 0.21%
+91,452
147
$1.68M 0.21%
14,790
-64,850
148
$1.66M 0.21%
+82,393
149
$1.65M 0.21%
5,275
-2,739
150
$1.65M 0.2%
5,772
-4,004
4 5
6
7 8