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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$873K 0.15%
+9,550
202
$870K 0.15%
3,957
+2,836
203
$861K 0.15%
+5,760
204
$856K 0.15%
69,844
+4,558
205
$853K 0.15%
12,970
+6,599
206
$826K 0.15%
+58,870
207
$821K 0.14%
+34,827
208
$813K 0.14%
19,649
+2,372
209
$798K 0.14%
32,892
+188
210
$794K 0.14%
9,474
-3,784
211
$788K 0.14%
+1,250
212
$781K 0.14%
+54,867
213
$780K 0.14%
+10,072
214
$769K 0.14%
88,227
+26,033
215
$765K 0.14%
+88,795
216
$754K 0.13%
+23,073
217
$741K 0.13%
+35,030
218
$740K 0.13%
+25,780
219
$739K 0.13%
+23,944
220
$739K 0.13%
+4,248
221
$732K 0.13%
64,939
-27,811
222
$732K 0.13%
+1,598
223
$725K 0.13%
7,188
-8,435
224
$702K 0.12%
+15,247
225
$702K 0.12%
+1,207
7 8
9
10 11