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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.82M 0.23%
+4,627
152
$1.82M 0.23%
77,891
-14,957
153
$1.81M 0.23%
7,431
-521
154
$1.8M 0.22%
10,622
+1,394
155
$1.79M 0.22%
193,907
+131,937
156
$1.79M 0.22%
41,276
+16,345
157
$1.77M 0.22%
293,192
+273,484
158
$1.76M 0.22%
+11,862
159
$1.75M 0.22%
129,983
+90,990
160
$1.72M 0.21%
+13,029
161
$1.66M 0.21%
+9,628
162
$1.63M 0.2%
+16,525
163
$1.61M 0.2%
+24,584
164
$1.61M 0.2%
12,792
+6,742
165
$1.56M 0.19%
24,739
-45,661
166
$1.55M 0.19%
+8,747
167
$1.54M 0.19%
104,845
-34,245
168
$1.53M 0.19%
+9,490
169
$1.48M 0.18%
+5,909
170
$1.47M 0.18%
27,384
+3,774
171
$1.45M 0.18%
+104,894
172
$1.44M 0.18%
30,680
+23,672
173
$1.44M 0.18%
209,256
+197,274
174
$1.44M 0.18%
85,703
+24,217
175
$1.43M 0.18%
21,870
+15,455
5 6
7
8 9