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
$985M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.1M
3
+$30.7M
4
AMZN icon
Amazon
AMZN
+$22M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$15.6M

Top Sells

1
+$39.6M
2
+$19M
3
+$17.4M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.3M
5
LNG icon
Cheniere Energy
LNG
+$16.3M

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 6.94%
689,981
+539,312
2
$49.6M 4.36%
508,920
+226,140
3
$46.1M 4.05%
+178,977
4
$39.1M 3.43%
723,152
+568,899
5
$28.8M 2.53%
178,783
-41,061
6
$26.4M 2.32%
1,180,545
+353,736
7
$25.8M 2.27%
106,961
-11,934
8
$17.6M 1.55%
111,629
+17,235
9
$16.9M 1.48%
177,961
+24,255
10
$16.9M 1.48%
565,855
+351,049
11
$16.5M 1.45%
480,775
-244,871
12
$16.4M 1.44%
504,476
+478,276
13
$16M 1.4%
95,791
-37,382
14
$15.4M 1.36%
283,339
+278,639
15
$14.8M 1.3%
264,708
+6,822
16
$14.7M 1.29%
58,767
+43,960
17
$14M 1.23%
241,000
+48,180
18
$13.7M 1.21%
194,039
+118,715
19
$12.8M 1.13%
414,118
+178,985
20
$12.5M 1.1%
+47,703
21
$12.4M 1.09%
+95,607
22
$11.2M 0.99%
64,819
-14,303
23
$11.1M 0.97%
1,097,232
+743,870
24
$10.7M 0.94%
911,778
+157,943
25
$10.6M 0.93%
+189,689
1
2 3 4 5