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
$805M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$7.97M
3
+$6.13M
4
DIS icon
Walt Disney
DIS
+$5.94M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.7M

Top Sells

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
AXTA icon
Axalta
AXTA
+$9.16M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.57M

Sector Composition

1 Financials 13.79%
2 Consumer Discretionary 13.7%
3 Industrials 12.72%
4 Technology 10.46%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.3M 4.89%
177,971
+173,413
2
$22.6M 2.81%
137,965
+18,749
3
$8.96M 1.11%
71,997
+4,011
4
$8.38M 1.04%
40,058
-8,138
5
$8.19M 1.02%
45,911
-24,634
6
$7.97M 0.99%
+339,053
7
$7.33M 0.91%
38,006
-10,362
8
$7.05M 0.88%
37,517
-13,857
9
$6.97M 0.87%
66,729
+33,788
10
$6.92M 0.86%
98,234
+74,740
11
$6.91M 0.86%
34,247
+16,289
12
$6.81M 0.85%
157,037
+70,552
13
$6.68M 0.83%
74,192
+39,417
14
$6.55M 0.81%
78,054
+12,946
15
$6.49M 0.81%
44,780
+42,333
16
$6.44M 0.8%
85,828
-34,930
17
$6.34M 0.79%
56,967
+53,303
18
$6.3M 0.78%
12,645
+307
19
$6.11M 0.76%
94,509
+41,259
20
$5.88M 0.73%
9,237
-5,571
21
$5.78M 0.72%
46,971
+37,166
22
$5.7M 0.71%
+41,462
23
$5.63M 0.7%
11,014
+3,297
24
$5.58M 0.69%
12,515
-5,167
25
$5.3M 0.66%
87,678
+50,548
1
2 3 4 5