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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.44M
3
+$3.37M
4
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.05M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.01M

Top Sells

1
+$14.5M
2
+$12.8M
3
+$5.34M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.13M

Sector Composition

1 Financials 16.09%
2 Healthcare 9.62%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
0
202
– –
-472
203
– –
-19,563
204
– –
-6,446
205
– –
-19,677
206
– –
-26,136
207
– –
-12,744
208
– –
-6
209
– –
-5
210
– –
-3,596
211
– –
-28,402
212
– –
-1,074
213
– –
-4,588
214
– –
-22,145
215
– –
-8,998
216
– –
-39,100
217
– –
-1,980
218
– –
-16,000
219
– –
-34,426
220
– –
0
221
– –
-1,510
222
– –
-223
223
– –
-45,853
224
– –
-11,881
225
– –
-331
7 8
9
10 11