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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$257K 0.13%
+462
152
$255K 0.13%
656
-88
153
$251K 0.13%
+2,990
154
$250K 0.12%
+3,680
155
$248K 0.12%
3,935
-4,965
156
$247K 0.12%
+8,979
157
$246K 0.12%
+1,892
158
$245K 0.12%
2,763
-2,579
159
$244K 0.12%
2,270
-282
160
$243K 0.12%
+2,404
161
$243K 0.12%
+1,650
162
$242K 0.12%
12,574
-35,387
163
$238K 0.12%
5,754
-1,954
164
$234K 0.12%
13,276
-112,859
165
$232K 0.12%
+3,404
166
$231K 0.12%
+3,847
167
$231K 0.12%
+8,025
168
$230K 0.11%
+5,483
169
$229K 0.11%
3,744
-2,672
170
$229K 0.11%
+35,932
171
$226K 0.11%
+4,607
172
$226K 0.11%
+2,586
173
$226K 0.11%
+112
174
$225K 0.11%
26,735
-77,334
175
$225K 0.11%
+6,651
5 6
7
8 9