AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$80.4M
2
+$54.6M
3
+$36.1M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$23.4M
5
AMZN icon
Amazon
AMZN
+$21.9M

Top Sells

1
+$39.6M
2
+$21.5M
3
+$20.2M
4
DIS icon
Walt Disney
DIS
+$19M
5
CP icon
Canadian Pacific Kansas City
CP
+$17.3M

Sector Composition

1 Healthcare 17.55%
2 Financials 11.73%
3 Technology 11.21%
4 Consumer Discretionary 9.25%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79M 8.02%
689,981
+539,312
2
$49.6M 5.04%
508,920
+226,140
3
$46.1M 4.69%
+178,977
4
$39.1M 3.97%
723,152
+568,899
5
$28.8M 2.93%
178,783
-41,061
6
$26.4M 2.68%
1,180,545
+353,736
7
$25.8M 2.62%
106,961
-11,934
8
$17.6M 1.79%
111,629
+17,235
9
$16.9M 1.71%
177,961
+24,255
10
$16.9M 1.71%
565,855
+351,049
11
$16.5M 1.68%
480,775
-244,871
12
$16.4M 1.67%
504,476
+478,276
13
$16M 1.62%
95,791
-37,382
14
$15.4M 1.57%
283,339
+278,639
15
$14.8M 1.5%
264,708
+6,822
16
$14.7M 1.49%
58,767
+43,960
17
$14M 1.42%
241,000
+48,180
18
$13.7M 1.39%
194,039
+118,715
19
$12.8M 1.3%
414,118
+178,985
20
$12.5M 1.27%
+47,703
21
$12.4M 1.26%
+95,607
22
$11.2M 1.14%
64,819
-14,303
23
$11.1M 1.12%
1,097,232
+743,870
24
$10.7M 1.09%
911,778
+157,943
25
$10.6M 1.07%
+189,689
1
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