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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$333K 0.13%
11,644
-5,449
177
$330K 0.13%
+12,308
178
$325K 0.12%
1,402
+620
179
$323K 0.12%
+3,304
180
$317K 0.12%
16,869
-1,942
181
$315K 0.12%
+10,117
182
$314K 0.12%
+735
183
$309K 0.12%
+7,672
184
$307K 0.12%
+16,559
185
$306K 0.12%
+5,693
186
$306K 0.12%
+14,068
187
$303K 0.12%
+10,192
188
$302K 0.11%
33,559
+10,975
189
$300K 0.11%
+29,142
190
$299K 0.11%
+918
191
$299K 0.11%
655
-1
192
$297K 0.11%
7,229
193
$294K 0.11%
524
-800
194
$294K 0.11%
8,156
-21,839
195
$293K 0.11%
+2,462
196
$287K 0.11%
4,541
-1,052
197
$285K 0.11%
+3,850
198
$280K 0.11%
4,687
-11,224
199
$278K 0.11%
+101,193
200
$278K 0.11%
+592
6 7
8
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