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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$869K 0.2%
2,320
+1,402
152
$867K 0.2%
+12,463
153
$849K 0.19%
20,563
+12,407
154
$845K 0.19%
1,943
+1,208
155
$826K 0.19%
+17,482
156
$826K 0.19%
+8,970
157
$818K 0.19%
47,151
+33,085
158
$814K 0.19%
+34,603
159
$797K 0.18%
+15,942
160
$785K 0.18%
+23,813
161
$783K 0.18%
+30,926
162
$783K 0.18%
+12,612
163
$778K 0.18%
+11,070
164
$766K 0.17%
14,415
+2,655
165
$764K 0.17%
68,623
+8,770
166
$759K 0.17%
35,419
+8,735
167
$758K 0.17%
+12,683
168
$757K 0.17%
+3,789
169
$751K 0.17%
14,091
+6,528
170
$743K 0.17%
+36,987
171
$739K 0.17%
1,855
+803
172
$737K 0.17%
47,136
+19,522
173
$727K 0.17%
26,000
+16,093
174
$727K 0.17%
6,547
-4,942
175
$712K 0.16%
+4,224
5 6
7
8 9