AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$21.6M
3
+$18M
4
REAL icon
The RealReal
REAL
+$15.6M
5
ROP icon
Roper Technologies
ROP
+$12.1M

Top Sells

1
+$33.5M
2
+$31.2M
3
+$27.1M
4
CRM icon
Salesforce
CRM
+$22.9M
5
MSFT icon
Microsoft
MSFT
+$22.4M

Sector Composition

1 Healthcare 19.13%
2 Communication Services 15.01%
3 Technology 13.2%
4 Financials 12.52%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$154K 0.01%
2,101
-100,375
227
$153K 0.01%
+5
228
$137K 0.01%
+12,205
229
$130K 0.01%
3,673
-445
230
$123K 0.01%
+12,386
231
$122K 0.01%
+28,871
232
– –
-104,624
233
– –
-7,612
234
– –
-49,304
235
– –
-2,661
236
– –
-68,027
237
– –
-12,961
238
– –
-3,009
239
– –
-868
240
– –
0
241
– –
-228,618
242
– –
-320,765
243
– –
-8,231
244
– –
-15,178
245
– –
-70,768
246
– –
-1,155,711
247
– –
-22,637
248
– –
0
249
– –
-1,069
250
– –
-21,111
8 9
10
11 12