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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$596K 0.14%
+32,704
202
$590K 0.13%
+123,427
203
$588K 0.13%
+43,768
204
$583K 0.13%
+9,457
205
$580K 0.13%
+5,002
206
$579K 0.13%
2,235
-5,454
207
$579K 0.13%
103,964
+24,341
208
$572K 0.13%
+71,944
209
$570K 0.13%
12,950
+3,131
210
$567K 0.13%
+3,835
211
$567K 0.13%
+2,082
212
$565K 0.13%
+38,545
213
$565K 0.13%
169,068
+67,875
214
$561K 0.13%
10,138
+4,139
215
$557K 0.13%
+11,295
216
$544K 0.12%
+23,099
217
$538K 0.12%
1,426
-133
218
$535K 0.12%
11,580
+4,004
219
$532K 0.12%
+17,893
220
$526K 0.12%
15,386
+9,159
221
$518K 0.12%
13,186
+2,490
222
$516K 0.12%
+8,374
223
$513K 0.12%
+44,343
224
$512K 0.12%
+9,334
225
$511K 0.12%
+5,146
7 8
9
10 11