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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.56M
3
+$2.51M
4
ENV
ENVESTNET, INC.
ENV
+$1.98M
5
DRI icon
Darden Restaurants
DRI
+$1.97M

Top Sells

1
+$6.43M
2
+$3.79M
3
+$3.12M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$246K 0.13%
+6,478
177
$245K 0.13%
3,240
-2,982
178
$244K 0.13%
+27,159
179
$240K 0.13%
+7,523
180
$238K 0.13%
+1,909
181
$237K 0.13%
+1,885
182
$234K 0.13%
+1,275
183
$231K 0.13%
2,625
-779
184
$231K 0.13%
31,821
-41,160
185
$231K 0.13%
+28,917
186
$231K 0.13%
+15,972
187
$229K 0.12%
78,886
+3,235
188
$228K 0.12%
+278
189
$225K 0.12%
+5,365
190
$225K 0.12%
+2,287
191
$223K 0.12%
+7,616
192
$222K 0.12%
+706
193
$222K 0.12%
+2,143
194
$222K 0.12%
+15,879
195
$221K 0.12%
5,971
-11,961
196
$221K 0.12%
+797
197
$219K 0.12%
+1,584
198
$218K 0.12%
303
-544
199
$217K 0.12%
13,552
-70,842
200
$216K 0.12%
+1,477
6 7
8
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