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
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.1M
3
+$30.7M
4
AMZN icon
Amazon
AMZN
+$22M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$15.6M

Top Sells

1
+$39.6M
2
+$19M
3
+$17.4M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.3M
5
LNG icon
Cheniere Energy
LNG
+$16.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$840K 0.07%
+7,583
152
$823K 0.07%
+43,063
153
$802K 0.07%
+12,079
154
$793K 0.07%
20,510
+5,290
155
$786K 0.07%
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156
$776K 0.07%
+8,352
157
$752K 0.07%
3,310
-575
158
$750K 0.07%
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159
$746K 0.07%
830,243
-73,886
160
$701K 0.06%
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-38
161
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162
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163
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-6,684
164
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165
$659K 0.06%
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166
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167
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$628K 0.06%
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169
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170
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171
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172
$589K 0.05%
28,358
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173
$587K 0.05%
279,387
-33,754
174
$577K 0.05%
13,270
-5,132
175
$571K 0.05%
11,392
-98,415
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