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
$184M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.08M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.94M
5
SKY icon
Champion Homes
SKY
+$1.91M

Top Sells

1
+$5.91M
2
+$4.13M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
5
COST icon
Costco
COST
+$2.94M

Sector Composition

1 Financials 15.5%
2 Technology 12.65%
3 Consumer Discretionary 9.12%
4 Healthcare 8.79%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 5.52%
78,501
-3,187
2
$10.1M 5.5%
132,751
-77,531
3
$9.19M 5%
71,000
+15,000
4
$7.22M 3.93%
164,641
+34,500
5
$4.97M 2.71%
22,056
+884
6
$4.19M 2.28%
9
7
$3.74M 2.04%
25,543
+23,662
8
$3.33M 1.81%
34,237
-6,794
9
$3.08M 1.68%
+31,429
10
$2.3M 1.25%
14,852
+13,283
11
$2.29M 1.24%
5,584
-7,441
12
$2M 1.09%
5,958
-8,266
13
$1.96M 1.07%
122,518
-16,581
14
$1.91M 1.04%
+25,446
15
$1.87M 1.02%
+31,867
16
$1.86M 1.01%
+62,150
17
$1.84M 1%
18,468
-16,202
18
$1.83M 0.99%
63,833
-6,750
19
$1.82M 0.99%
37,284
-7,115
20
$1.8M 0.98%
17,944
+13,833
21
$1.69M 0.92%
+10,057
22
$1.69M 0.92%
42,768
23
$1.62M 0.88%
9,768
+1,568
24
$1.57M 0.85%
+34,806
25
$1.51M 0.82%
7,533
+6,135
1
2 3 4 5