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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$277K 0.11%
+1,060
202
$277K 0.11%
+2,125
203
$267K 0.1%
14,081
-3,729
204
$265K 0.1%
295,774
+252,480
205
$262K 0.1%
13,635
-6,168
206
$261K 0.1%
+4,117
207
$259K 0.1%
+20,840
208
$259K 0.1%
+3,179
209
$255K 0.1%
14,066
-8,806
210
$253K 0.1%
719
+13
211
$250K 0.1%
+1,332
212
$249K 0.09%
+25,776
213
$249K 0.09%
+2,109
214
$244K 0.09%
+9,519
215
$242K 0.09%
+33,534
216
$242K 0.09%
6,227
-1,849
217
$242K 0.09%
4,452
-230
218
$239K 0.09%
+20,620
219
$236K 0.09%
+3,257
220
$236K 0.09%
+4,247
221
$233K 0.09%
6,362
-116
222
$232K 0.09%
46,081
-2,321
223
$229K 0.09%
+7,957
224
$228K 0.09%
2,463
-3,585
225
$228K 0.09%
+2,001
7 8
9
10 11