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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.18M 0.15%
15,706
-12,650
202
$1.17M 0.15%
+26,764
203
$1.16M 0.14%
5,026
-27,932
204
$1.14M 0.14%
51,287
+3,488
205
$1.13M 0.14%
7,389
+4,245
206
$1.12M 0.14%
+20,457
207
$1.11M 0.14%
+4,235
208
$1.11M 0.14%
3,059
-9,991
209
$1.11M 0.14%
26,445
-3,964
210
$1.11M 0.14%
+1,822
211
$1.1M 0.14%
15,256
+7,782
212
$1.08M 0.14%
+32,577
213
$1.08M 0.13%
14,440
+8,486
214
$1.07M 0.13%
3,084
+1,297
215
$1.07M 0.13%
+15,627
216
$1.07M 0.13%
94,321
+35,451
217
$1.06M 0.13%
33,048
+27,294
218
$1.05M 0.13%
+50,954
219
$1.05M 0.13%
2,299
+1,084
220
$1.02M 0.13%
73,205
+18,338
221
$985K 0.12%
+56,794
222
$974K 0.12%
21,512
+11,596
223
$974K 0.12%
9,042
-16,802
224
$970K 0.12%
+77,256
225
$970K 0.12%
+29,239
7 8
9
10 11