AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$80.4M
2
+$54.6M
3
+$36.1M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$23.4M
5
AMZN icon
Amazon
AMZN
+$21.9M

Top Sells

1
+$39.6M
2
+$21.5M
3
+$20.2M
4
DIS icon
Walt Disney
DIS
+$19M
5
CP icon
Canadian Pacific Kansas City
CP
+$17.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$365K 0.04%
+16,343
202
$359K 0.04%
1,483
+140
203
$347K 0.04%
+16,327
204
$346K 0.04%
+7,114
205
$342K 0.03%
+6,780
206
$342K 0.03%
13,842
+3,893
207
$336K 0.03%
+6,951
208
$320K 0.03%
+7,523
209
$319K 0.03%
+35,532
210
$315K 0.03%
+5,102
211
$309K 0.03%
+3,345
212
$301K 0.03%
12,390
+929
213
$295K 0.03%
6,162
+325
214
$291K 0.03%
2,893
-36,157
215
$288K 0.03%
+38,616
216
$284K 0.03%
+4,249
217
$279K 0.03%
+20,997
218
$275K 0.03%
+2,204
219
$272K 0.03%
1,215
-3,265
220
$249K 0.03%
+46,858
221
$248K 0.03%
+18,739
222
$248K 0.03%
+1,171
223
$246K 0.03%
3,076
-64,761
224
$245K 0.02%
+6,487
225
$242K 0.02%
4,176
+1,200
7 8
9
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