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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.08M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.94M
5
SKY icon
Champion Homes
SKY
+$1.91M

Top Sells

1
+$5.91M
2
+$4.13M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$300K 0.16%
+56,406
152
$296K 0.16%
+1,998
153
$291K 0.16%
10,821
+1,842
154
$291K 0.16%
+2,936
155
$290K 0.16%
+2,788
156
$290K 0.16%
+3,638
157
$287K 0.16%
+1,443
158
$286K 0.16%
+2,396
159
$286K 0.16%
+5,829
160
$283K 0.15%
+7,857
161
$280K 0.15%
+3,420
162
$274K 0.15%
+2,500
163
$271K 0.15%
+6,417
164
$271K 0.15%
+17,810
165
$269K 0.15%
+6,575
166
$269K 0.15%
+1,271
167
$263K 0.14%
+556
168
$260K 0.14%
+1,484
169
$257K 0.14%
+3,283
170
$257K 0.14%
+1,699
171
$256K 0.14%
62,952
+511
172
$254K 0.14%
+4,558
173
$253K 0.14%
23,446
-60,898
174
$249K 0.14%
10,695
-31,947
175
$246K 0.13%
11,828
-746
5 6
7
8 9