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
$439M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.98M
3
+$3.98M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.82M
5
ECL icon
Ecolab
ECL
+$3.48M

Top Sells

1
+$21.2M
2
+$4.02M
3
+$3.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.05M

Sector Composition

1 Technology 15.9%
2 Financials 12.7%
3 Healthcare 10.04%
4 Industrials 9.74%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 5.15%
244,335
-229,351
2
$15.9M 3.62%
89,730
+21,625
3
$11.8M 2.68%
27,502
+12,890
4
$7.04M 1.6%
115,657
+65,411
5
$5.45M 1.24%
17,247
+8,717
6
$5.42M 1.24%
12,630
7
$4.98M 1.13%
+65,000
8
$4.84M 1.1%
83,547
+5,381
9
$4.6M 1.05%
19,979
+808
10
$4.07M 0.93%
97,367
-49,166
11
$3.96M 0.9%
31,178
+21,693
12
$3.84M 0.88%
22,452
+16,084
13
$3.65M 0.83%
29,459
+1,872
14
$3.48M 0.79%
+20,522
15
$3.47M 0.79%
18,766
+16,210
16
$3.45M 0.79%
9,449
+8,455
17
$3.4M 0.78%
99,133
+53,426
18
$3.03M 0.69%
+121,023
19
$3M 0.68%
+80,718
20
$2.99M 0.68%
+21,586
21
$2.98M 0.68%
+67,300
22
$2.89M 0.66%
+7,046
23
$2.84M 0.65%
+7,178
24
$2.83M 0.65%
31,348
+14,848
25
$2.82M 0.64%
+69,025
1
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