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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$707K 0.16%
17,789
+8,522
177
$704K 0.16%
8,680
+6,315
178
$703K 0.16%
12,561
+4,662
179
$698K 0.16%
+48,060
180
$693K 0.16%
+10,080
181
$691K 0.16%
13,342
182
$679K 0.15%
+3,226
183
$678K 0.15%
+29,343
184
$668K 0.15%
+10,622
185
$668K 0.15%
+48,239
186
$660K 0.15%
22,426
+12,309
187
$659K 0.15%
28,538
+6,173
188
$652K 0.15%
+33,111
189
$648K 0.15%
+13,583
190
$638K 0.15%
17,277
+956
191
$638K 0.15%
1,822
+1,203
192
$637K 0.15%
+2,822
193
$636K 0.15%
+19,555
194
$634K 0.14%
+9,198
195
$629K 0.14%
65,286
+31,727
196
$620K 0.14%
+16,622
197
$610K 0.14%
2,439
+1,379
198
$609K 0.14%
+29,137
199
$597K 0.14%
+4,283
200
$596K 0.14%
2,610
+228
6 7
8
9 10