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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.39M 0.17%
15,371
+2,493
177
$1.38M 0.17%
6,093
-5,266
178
$1.36M 0.17%
2
179
$1.36M 0.17%
+2,290
180
$1.36M 0.17%
5,860
-11,213
181
$1.35M 0.17%
173,483
-300
182
$1.35M 0.17%
+16,064
183
$1.35M 0.17%
38,621
-65,010
184
$1.33M 0.17%
98,289
-4,700
185
$1.33M 0.17%
18,687
-26,893
186
$1.33M 0.16%
+47,700
187
$1.32M 0.16%
+51,300
188
$1.32M 0.16%
+11,137
189
$1.31M 0.16%
10,537
-121
190
$1.31M 0.16%
17,666
-25,977
191
$1.31M 0.16%
139,314
-20,221
192
$1.31M 0.16%
11,212
+397
193
$1.3M 0.16%
+19,134
194
$1.3M 0.16%
+12,872
195
$1.29M 0.16%
5,884
-12,146
196
$1.27M 0.16%
+21,287
197
$1.27M 0.16%
16,192
+6,496
198
$1.26M 0.16%
145,802
+41,332
199
$1.25M 0.15%
4,262
-5,578
200
$1.24M 0.15%
71,017
+49,443
6 7
8
9 10