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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.24M 0.15%
18,417
+1,481
202
$1.23M 0.15%
14,757
-21,595
203
$1.23M 0.15%
130,661
-80,121
204
$1.22M 0.15%
+15,112
205
$1.22M 0.15%
15,451
+645
206
$1.22M 0.15%
18,288
-952
207
$1.21M 0.15%
+47,437
208
$1.2M 0.15%
+23,430
209
$1.2M 0.15%
60,715
+302
210
$1.19M 0.15%
+2,085
211
$1.19M 0.15%
+17,741
212
$1.18M 0.15%
+9,390
213
$1.18M 0.15%
112,837
+37,974
214
$1.17M 0.15%
15,543
-32,030
215
$1.17M 0.15%
40,255
+7,471
216
$1.16M 0.14%
52,744
+7,479
217
$1.16M 0.14%
+3,724
218
$1.15M 0.14%
23,402
-29,105
219
$1.15M 0.14%
+62,873
220
$1.13M 0.14%
+35,439
221
$1.13M 0.14%
2,165
-3,921
222
$1.12M 0.14%
1,061
-278
223
$1.12M 0.14%
+31,924
224
$1.11M 0.14%
+27,482
225
$1.11M 0.14%
28,330
-75,111
7 8
9
10 11