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
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 2.3%
64,866
-24,864
2
$8.1M 1.43%
17,046
-10,456
3
$7.91M 1.4%
37,706
+18,940
4
$6.84M 1.21%
26,281
+6,302
5
$6.71M 1.19%
47,782
+28,374
6
$6.54M 1.15%
32,958
+12,436
7
$6.52M 1.15%
49,374
+19,915
8
$6.35M 1.12%
39,619
+21,971
9
$6.15M 1.09%
27,098
+19,371
10
$6.03M 1.07%
12,630
11
$5.58M 0.99%
149,481
+50,348
12
$5.46M 0.96%
84,701
+1,154
13
$5.16M 0.91%
13,725
-3,522
14
$4.79M 0.85%
43,484
+17,075
15
$4.68M 0.83%
24,283
+1,831
16
$4.4M 0.78%
42,467
+11,441
17
$4.38M 0.77%
9,282
+6,786
18
$4.31M 0.76%
+142,332
19
$4.26M 0.75%
23,808
+5,477
20
$4.18M 0.74%
70,400
+19,839
21
$4.11M 0.73%
87,658
+28,839
22
$4.04M 0.71%
8,780
+3,460
23
$3.99M 0.7%
54,125
+23,163
24
$3.97M 0.7%
+83,606
25
$3.93M 0.69%
41,036
-23,964
1
2 3 4 5