AI
Atom Investors Portfolio holdings
AUM
$1.13B
1-Year Return
11.83%
This Quarter Return
+8.36%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$200M
AUM Growth
-$84.2M
(-30%)
Cap. Flow
-$96.4M
Cap. Flow
% of AUM
-48.19%
Top 10 Holdings %
Top 10 Hldgs %
34.61%
Holding
366
New
91
Increased
36
Reduced
84
Closed
149
Top Buys
| 1 |
SPDR S&P Biotech ETF
XBI
|
$4.53M |
| 2 |
Costco
COST
|
$2.94M |
| 3 |
Walmart
WMT
|
$2.93M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$2.91M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$2.81M |
Top Sells
| 1 |
Microsoft
MSFT
|
$10M |
| 2 |
GLHA
Glass Houses Acquisition Corp. Class A common stock
GLHA
|
$4.48M |
| 3 |
T-Mobile US
TMUS
|
$4.41M |
| 4 |
Walt Disney
DIS
|
$4.27M |
| 5 |
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% |
