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
$200M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$2.94M
3
+$2.93M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.91M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Top Sells

1
+$10M
2
+$4.48M
3
+$4.41M
4
DIS icon
Walt Disney
DIS
+$4.27M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.5M

Sector Composition

1 Financials 12.4%
2 Real Estate 10.52%
3 Healthcare 9.33%
4 Technology 7.76%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 8.72%
210,282
+54,533
2
$10.7M 5.36%
81,688
-12,391
3
$7.64M 3.82%
130,141
+49,613
4
$7.61M 3.8%
56,000
-9,500
5
$4.98M 2.49%
13,025
-2,154
6
$4.4M 2.2%
21,172
+4,789
7
$4.22M 2.11%
9
+6
8
$4.14M 2.07%
14,224
-3,416
9
$4.08M 2.04%
41,031
+1,471
10
$4M 2%
15,024
-7,291
11
$3.41M 1.7%
62,398
+19,245
12
$3.27M 1.64%
69,219
+61,920
13
$3.12M 1.56%
49,950
+22,196
14
$2.95M 1.48%
48,870
-57,868
15
$2.94M 1.47%
+6,443
16
$2.56M 1.28%
+63,498
17
$2.42M 1.21%
34,670
+19,174
18
$2.34M 1.17%
70,583
-67,376
19
$2.18M 1.09%
44,399
+5,736
20
$2.16M 1.08%
19,640
-6,003
21
$2.02M 1.01%
+80,002
22
$2M 1%
31,571
+26,635
23
$2M 1%
139,099
+10,298
24
$1.84M 0.92%
28,689
-11,243
25
$1.78M 0.89%
+23,267
1
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