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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.13M
3
+$3.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.07M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.07M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$5.53M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.91M

Sector Composition

1 Financials 15.82%
2 Healthcare 9.89%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96K 0.04%
+9
177
$87K 0.04%
+2,196
178
$84K 0.04%
+33,798
179
$77K 0.04%
+20,549
180
– –
0
181
$63K 0.03%
2,829
182
$62K 0.03%
+10,109
183
$28K 0.01%
+30,422
184
$27K 0.01%
3,391
+1,082
185
$22K 0.01%
518
-167
186
– –
-16,633
187
– –
0
188
– –
0
189
– –
0
190
– –
0
191
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0
192
– –
0
193
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0
194
– –
-472
195
– –
-19,563
196
– –
-6,446
197
– –
-19,677
198
– –
-26,136
199
– –
-25,999
200
– –
-12,744
6 7
8
9 10