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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.56M
3
+$2.51M
4
ENV
ENVESTNET, INC.
ENV
+$1.98M
5
DRI icon
Darden Restaurants
DRI
+$1.97M

Top Sells

1
+$6.43M
2
+$3.79M
3
+$3.12M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$215K 0.12%
+6,637
202
$210K 0.11%
+2,386
203
$208K 0.11%
+6,919
204
$207K 0.11%
6,415
-3,984
205
$207K 0.11%
12,886
-68,580
206
$207K 0.11%
+5,859
207
$206K 0.11%
1,612
208
$205K 0.11%
+2,742
209
$205K 0.11%
+5,698
210
$204K 0.11%
+782
211
$204K 0.11%
17,696
-6,119
212
$194K 0.11%
12,395
-881
213
$187K 0.1%
+16,496
214
$178K 0.1%
48,402
215
$178K 0.1%
+12,199
216
$178K 0.1%
+22,584
217
$177K 0.1%
33,590
-32,628
218
$169K 0.09%
37,307
-80,840
219
$165K 0.09%
+23,771
220
$164K 0.09%
16,280
-145,869
221
$164K 0.09%
+12,178
222
$149K 0.08%
55,476
+23,206
223
$146K 0.08%
53,523
224
$129K 0.07%
28,199
225
$96.9K 0.05%
10,315
-748
7 8
9
10 11