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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.07M 0.19%
+87,987
177
$1.07M 0.19%
45,694
+26,614
178
$1.04M 0.18%
+5,423
179
$1.04M 0.18%
11,559
+2,879
180
$1.04M 0.18%
+51,734
181
$1.03M 0.18%
+7,988
182
$1.03M 0.18%
20,925
-48,100
183
$1.03M 0.18%
19,449
+12,316
184
$1.03M 0.18%
+7,985
185
$981K 0.17%
6,456
+3,688
186
$977K 0.17%
35,544
+21,976
187
$976K 0.17%
+6,851
188
$969K 0.17%
+31,745
189
$955K 0.17%
2,063
+120
190
$954K 0.17%
20,874
+9,501
191
$952K 0.17%
13,170
-102,487
192
$948K 0.17%
41,473
+6,054
193
$944K 0.17%
108,959
+81,794
194
$934K 0.17%
+60,119
195
$928K 0.16%
+30,971
196
$923K 0.16%
60,301
+25,520
197
$921K 0.16%
160,661
+37,234
198
$902K 0.16%
60,165
+44,505
199
$899K 0.16%
63,461
+19,693
200
$879K 0.16%
9,425
-3,273
6 7
8
9 10