AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$80.4M
2
+$54.6M
3
+$36.1M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$23.4M
5
AMZN icon
Amazon
AMZN
+$21.9M

Top Sells

1
+$39.6M
2
+$21.5M
3
+$20.2M
4
DIS icon
Walt Disney
DIS
+$19M
5
CP icon
Canadian Pacific Kansas City
CP
+$17.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$568K 0.06%
+35,040
177
$566K 0.06%
+26,928
178
$564K 0.06%
+3,910
179
$545K 0.06%
+18,853
180
$538K 0.05%
+40,665
181
$531K 0.05%
8,439
-1,650
182
$516K 0.05%
+21,414
183
$501K 0.05%
21,277
-19,065
184
$493K 0.05%
+8,993
185
$489K 0.05%
5,437
-40
186
$489K 0.05%
+39,563
187
$464K 0.05%
+3,151
188
$461K 0.05%
14,641
-189,236
189
$455K 0.05%
+8,859
190
$451K 0.05%
9,611
+1,982
191
$448K 0.05%
9,887
+6,983
192
$448K 0.05%
+9,777
193
$442K 0.04%
8,445
+1,807
194
$422K 0.04%
+7,104
195
$414K 0.04%
+5,070
196
$376K 0.04%
+12,079
197
$374K 0.04%
+22,232
198
$372K 0.04%
2,804
+1,102
199
$370K 0.04%
+5,166
200
$366K 0.04%
46,309
-271,249
6 7
8
9 10