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
$796M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.64M
3
+$6.43M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.12M
5
NVS icon
Novartis
NVS
+$5.85M

Top Sells

1
+$6.45M
2
+$4.63M
3
+$4.52M
4
FLO icon
Flowers Foods
FLO
+$3.8M
5
CI icon
Cigna
CI
+$3.63M

Sector Composition

1 Healthcare 15.64%
2 Technology 14.48%
3 Industrials 12.19%
4 Financials 11.91%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 1.79%
68,366
+3,500
2
$14M 1.75%
26,835
+9,789
3
$10.4M 1.29%
50,462
+12,756
4
$8.85M 1.1%
65,045
+39,904
5
$8.62M 1.08%
90,891
+64,463
6
$8.39M 1.05%
+138,608
7
$8.09M 1.01%
28,997
+2,716
8
$7.97M 0.99%
65,224
+15,850
9
$7.76M 0.97%
68,316
+24,832
10
$7.49M 0.93%
17,810
+4,085
11
$7.21M 0.9%
88,275
+14,917
12
$6.64M 0.83%
+22,906
13
$6.64M 0.83%
12,630
14
$6.43M 0.8%
+144,078
15
$6.2M 0.77%
37,957
-1,662
16
$6.15M 0.77%
20,425
+10,288
17
$5.99M 0.75%
68,763
+38,237
18
$5.88M 0.73%
27,152
+14,211
19
$5.85M 0.73%
+60,515
20
$5.84M 0.73%
+133,441
21
$5.81M 0.72%
153,183
+77,162
22
$5.76M 0.72%
56,787
+28,061
23
$5.68M 0.71%
12,233
+5,960
24
$5.66M 0.71%
92,525
+71,593
25
$5.61M 0.7%
111,408
+50,357
1
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