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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.11%
+6,690
177
$219K 0.11%
1,612
178
$217K 0.11%
1,569
-12,927
179
$209K 0.1%
+1,612
180
$205K 0.1%
+23,234
181
$204K 0.1%
3,108
-3,991
182
$192K 0.1%
+28,420
183
$188K 0.09%
15,887
+3,286
184
$176K 0.09%
33,175
-118,945
185
$174K 0.09%
26,751
+5,804
186
$174K 0.09%
+48,402
187
$169K 0.08%
15,435
-59,888
188
$152K 0.08%
+17,766
189
$150K 0.07%
53,523
-2,971
190
$123K 0.06%
+6,153
191
$108K 0.05%
20,814
+5,083
192
$100K 0.05%
+11,294
193
$91.9K 0.05%
28,199
194
$90.2K 0.05%
+11,063
195
$90K 0.05%
43,494
-5,778
196
$86K 0.04%
2,248
-356
197
$82.4K 0.04%
43,386
+31,706
198
$77.6K 0.04%
44,090
-699
199
$71.2K 0.04%
1,667
-305
200
$70K 0.04%
24,465
-3,824
6 7
8
9 10