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
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.4M 17.26%
+473,686
2
$12.8M 4.84%
+68,105
3
$6.48M 2.46%
14,612
+9,028
4
$5.98M 2.27%
146,533
-18,108
5
$5.94M 2.26%
+35,000
6
$5.63M 2.14%
+12,630
7
$4.82M 1.83%
+78,166
8
$4.66M 1.77%
9
9
$4.55M 1.73%
19,171
-2,885
10
$3.94M 1.5%
27,587
+2,044
11
$3.2M 1.22%
50,246
+42,837
12
$3.08M 1.17%
107,287
+43,454
13
$2.9M 1.1%
8,530
+4,125
14
$2.83M 1.08%
34,035
-98,716
15
$2.79M 1.06%
19,190
+15,264
16
$2.73M 1.04%
+33,000
17
$2.43M 0.92%
+72,000
18
$2.13M 0.81%
143,557
+21,039
19
$2.06M 0.78%
+11,108
20
$1.98M 0.75%
27,741
+24,846
21
$1.97M 0.75%
+7,689
22
$1.82M 0.69%
+45,707
23
$1.77M 0.67%
+70,885
24
$1.77M 0.67%
26,994
+1,548
25
$1.72M 0.65%
+15,819
1
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