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
$214M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.13M
3
+$3.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.07M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$3.07M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$5.53M
4
TGT icon
Target
TGT
+$4.81M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.91M

Sector Composition

1 Financials 15.82%
2 Healthcare 9.89%
3 Industrials 7.63%
4 Technology 6.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.9M 9.3%
152,592
-97,917
2
$16.2M 7.56%
117,999
-40,355
3
$13.8M 6.47%
153,888
-157,281
4
$13.5M 6.3%
195,584
-56,744
5
$5.06M 2.37%
22,822
+15,596
6
$4.46M 2.08%
+457,121
7
$4.24M 1.98%
14,929
+6,654
8
$4.13M 1.93%
+100,195
9
$4.07M 1.91%
349,096
+263,008
10
$3.37M 1.57%
346,876
-19,696
11
$3.07M 1.44%
+8,476
12
$2.95M 1.38%
22,319
+5,698
13
$2.88M 1.35%
70,262
-14,579
14
$2.84M 1.33%
26,424
-7,230
15
$2.29M 1.07%
+16,440
16
$2.1M 0.98%
+67,822
17
$2.1M 0.98%
34,260
+6,707
18
$2.09M 0.98%
5,846
-6,582
19
$2.08M 0.97%
+884
20
$1.96M 0.92%
+52,362
21
$1.95M 0.91%
+4,324
22
$1.93M 0.9%
42,768
23
$1.86M 0.87%
17,177
-17,967
24
$1.83M 0.86%
+16,087
25
$1.77M 0.83%
+20,312
1
2 3 4 5