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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.13M
3
+$3.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.07M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.07M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$5.53M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.91M

Sector Composition

1 Financials 15.82%
2 Healthcare 9.89%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$260K 0.12%
+1,620
152
$259K 0.12%
+41,022
153
$251K 0.12%
+18,937
154
$244K 0.11%
973
-6,097
155
$242K 0.11%
4,208
-7,107
156
$241K 0.11%
+13,564
157
$241K 0.11%
+1,964
158
$237K 0.11%
8,871
-41,307
159
$235K 0.11%
+6,226
160
$232K 0.11%
+13,276
161
$226K 0.11%
39,770
-6,088
162
$226K 0.11%
+630
163
$225K 0.11%
+6,431
164
$217K 0.1%
+1,612
165
$213K 0.1%
+20,653
166
$210K 0.1%
28,199
167
$207K 0.1%
+12,431
168
$183K 0.09%
40,820
+15,887
169
$165K 0.08%
+63,676
170
$165K 0.08%
+23,204
171
$154K 0.07%
64,262
+42,329
172
$153K 0.07%
+15,781
173
$143K 0.07%
+11,302
174
$128K 0.06%
+24,642
175
$119K 0.06%
+13,093
5 6
7
8 9