AI

Atom Investors Portfolio holdings

AUM $813M
This Quarter Return
-4.47%
1 Year Return
+3.65%
3 Year Return
+25.78%
5 Year Return
+162.62%
10 Year Return
–
AUM
$813M
AUM Growth
+$7.87M
Cap. Flow
+$43.5M
Cap. Flow %
5.36%
Top 10 Hldgs %
17.78%
Holding
669
New
188
Increased
132
Reduced
152
Closed
181

Top Buys

1
$15.6M
2
$14.5M
3
$11.4M
4
$10.1M
5
$7.44M

Top Sells

1
$32.9M
2
$7.03M
3
$6.49M
4
$6.44M
5
$6.28M

Sector Composition

1Industrials13.31%
2Financials12.47%
3Consumer Discretionary12.24%
4Technology10.9%
5Healthcare9.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$36.4M4.48% 241,021
+103,056
+75%
+$15.6M
$17.8M2.19% 357,869
+291,854
+442%
+$14.5M
$13.8M1.7% 93,665
+21,668
+30%
+$3.2M
$12.8M1.58% 70,848
+30,790
+77%
+$5.57M
$12.1M1.49% 224,478
+129,969
+138%
+$7M
$11.4M1.41%
+11,577
 New
+$11.4M
$11.3M1.38% 517,919
+178,866
+53%
+$3.89M
$10.1M1.25%
+108,214
 New
+$10.1M
$9.4M1.16% 71,713
+49,475
+222%
+$6.48M
$9.37M1.15% 80,994
+34,023
+72%
+$3.94M
$8.53M1.05% 87,986
+21,257
+32%
+$2.06M
$8.39M1.03% 120,656
+64,600
+115%
+$4.49M
$7.5M0.92% 42,648
+4,642
+12%
+$816K
$7.44M0.92%
+38,279
 New
+$7.44M
$7.09M0.87%
+3,844
 New
+$7.09M
$6.99M0.86% 112,091
+34,037
+44%
+$2.12M
$6.97M0.86% 70,607
+13,640
+24%
+$1.35M
$6.75M0.83%
+26,111
 New
+$6.75M
$6.72M0.83% 14,325
+3,311
+30%
+$1.55M
$6.7M0.82% 45,879
+4,417
+11%
+$645K
$6.43M0.79% 428,489
+153,464
+56%
+$2.3M
$6.25M0.77% 175,105
+68,823
+65%
+$2.45M
$6.07M0.75% 33,945
-3,572
-10%
-$638K
$6.03M0.74% 22,461
+20,961
+1,397%
+$5.63M
$5.83M0.72%
+60,424
 New
+$5.83M
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