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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.3M 0.23%
3,653
+1,831
152
$1.3M 0.23%
+35,621
153
$1.28M 0.23%
+7,743
154
$1.26M 0.22%
19,114
+8,492
155
$1.26M 0.22%
44,468
+5,752
156
$1.24M 0.22%
5,649
+2,827
157
$1.23M 0.22%
20,932
+8,371
158
$1.23M 0.22%
+23,921
159
$1.21M 0.21%
+6,487
160
$1.21M 0.21%
4,537
+2,658
161
$1.2M 0.21%
5,580
+2,354
162
$1.2M 0.21%
66,361
+19,210
163
$1.19M 0.21%
355,616
+199,448
164
$1.16M 0.21%
40,624
+22,788
165
$1.16M 0.2%
30,042
+18,523
166
$1.16M 0.2%
14,380
+8,263
167
$1.15M 0.2%
189,585
+149,441
168
$1.15M 0.2%
22,662
-852
169
$1.15M 0.2%
24,931
+5,545
170
$1.11M 0.2%
22,179
-309
171
$1.11M 0.2%
+61,486
172
$1.1M 0.2%
16,056
+6,722
173
$1.1M 0.19%
15,457
+302
174
$1.1M 0.19%
2,133
+1,214
175
$1.08M 0.19%
13,828
+2,758
5 6
7
8 9