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
$982M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$29.4M
3
+$23.8M
4
BFX
BowFlex Inc.
BFX
+$20.9M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$20.2M

Top Sells

1
+$25.2M
2
+$23M
3
+$21.5M
4
AMZN icon
Amazon
AMZN
+$17.6M
5
BBBY
Bed Bath & Beyond
BBBY
+$17M

Sector Composition

1 Healthcare 16.53%
2 Technology 14.95%
3 Consumer Discretionary 14.19%
4 Financials 7.49%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.9M 4.66%
326,523
+270,150
2
$29.4M 2.8%
+86,773
3
$26.7M 2.55%
573,405
+430,278
4
$23.8M 2.27%
+3,205,402
5
$23.2M 2.21%
1,354,293
+1,218,450
6
$21.1M 2.01%
199,920
-42,165
7
$20.5M 1.95%
319,934
-335,217
8
$20.3M 1.94%
96,666
+15,371
9
$20.2M 1.92%
+480,004
10
$19.1M 1.82%
95,327
-10,460
11
$16.5M 1.58%
+463,543
12
$16.5M 1.58%
+3,113,638
13
$16.2M 1.55%
+1,097,150
14
$14.9M 1.42%
159,516
+66,670
15
$14.6M 1.39%
92,500
-111,700
16
$12.8M 1.22%
89,630
-13,614
17
$12M 1.14%
339,846
+96,255
18
$11.6M 1.1%
34,273
-20,749
19
$11.3M 1.08%
41,103
-22,787
20
$11.1M 1.06%
357,202
+263,653
21
$10.8M 1.03%
1,205,944
+150,307
22
$10.7M 1.02%
30,025
-16,991
23
$9.92M 0.95%
79,944
+2,271
24
$9.51M 0.91%
202,406
+156,145
25
$9.49M 0.9%
+159,851
1
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