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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68.5K 0.03%
18,522
-10,299
202
$68K 0.03%
10,464
-2,862
203
$63.3K 0.03%
+1,773
204
$61.8K 0.03%
+66,482
205
$61K 0.03%
14,961
-7,312
206
$59.7K 0.03%
49,338
+6,867
207
$49K 0.02%
+25,376
208
$37.5K 0.02%
+586
209
$31K 0.02%
+109
210
$27.8K 0.01%
+12,808
211
$25.6K 0.01%
18,298
212
$25.1K 0.01%
3,694
-2,149
213
$23.9K 0.01%
16,065
-13,167
214
$18.9K 0.01%
10,948
-9
215
$16.4K 0.01%
+10,258
216
$13.6K 0.01%
14,121
-3,636
217
– –
-490
218
– –
-5,160
219
– –
-3,466
220
– –
-4,216
221
– –
-12,929
222
– –
-80,907
223
– –
-35,081
224
– –
-12,735
225
– –
-15,545
7 8
9
10 11