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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.43M 0.18%
58,105
+25,213
177
$1.43M 0.18%
+7,494
178
$1.41M 0.18%
+12,477
179
$1.41M 0.18%
50,612
+31,595
180
$1.41M 0.18%
14,421
-2,578
181
$1.39M 0.17%
8,648
+905
182
$1.39M 0.17%
32,142
+20,142
183
$1.39M 0.17%
6,722
-9,576
184
$1.37M 0.17%
18,216
+222
185
$1.36M 0.17%
2,385
+252
186
$1.35M 0.17%
+101,509
187
$1.35M 0.17%
+6,834
188
$1.33M 0.17%
24,859
-9,675
189
$1.3M 0.16%
20,916
+16,143
190
$1.28M 0.16%
+37,989
191
$1.28M 0.16%
92,632
+68,126
192
$1.28M 0.16%
25,425
+20,860
193
$1.27M 0.16%
+27,286
194
$1.25M 0.16%
45,955
+1,487
195
$1.24M 0.15%
35,314
+24,119
196
$1.23M 0.15%
15,586
+2,416
197
$1.21M 0.15%
109,074
+115
198
$1.2M 0.15%
36,980
-51,263
199
$1.19M 0.15%
+29,817
200
$1.18M 0.15%
35,317
+3,572
6 7
8
9 10