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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.63M 0.2%
9,715
-13,402
152
$1.59M 0.2%
+80,527
153
$1.58M 0.2%
20,088
+12,473
154
$1.55M 0.19%
+145,732
155
$1.55M 0.19%
+37,339
156
$1.54M 0.19%
19,799
-69,150
157
$1.52M 0.19%
29,131
-4,538
158
$1.49M 0.18%
+24,169
159
$1.47M 0.18%
192,107
+134,044
160
$1.46M 0.18%
+6,008
161
$1.46M 0.18%
5,924
+4,020
162
$1.46M 0.18%
21,609
-82,175
163
$1.46M 0.18%
23,372
+17,871
164
$1.45M 0.18%
32,773
+3,035
165
$1.45M 0.18%
61,433
+12,302
166
$1.42M 0.18%
23,030
-98
167
$1.42M 0.18%
+18,717
168
$1.41M 0.18%
64,716
+17,601
169
$1.41M 0.18%
23,320
+4,620
170
$1.4M 0.17%
15,270
-358
171
$1.4M 0.17%
50,996
+40,899
172
$1.39M 0.17%
+36,800
173
$1.39M 0.17%
238,793
+35,641
174
$1.39M 0.17%
208,709
+23,925
175
$1.39M 0.17%
191,020
+104,943
5 6
7
8 9