AI
Atom Investors Portfolio holdings
AUM
$1.13B
1-Year Return
11.83%
This Quarter Return
+15.21%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$1.18B
AUM Growth
-$163M
(-12%)
Cap. Flow
-$275M
Cap. Flow
% of AUM
-23.26%
Top 10 Holdings %
Top 10 Hldgs %
25.33%
Holding
353
New
82
Increased
69
Reduced
80
Closed
113
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$25M |
| 2 |
Meta Platforms (Facebook)
META
|
$22.9M |
| 3 |
TMX
Terminix Global Holdings, Inc.
TMX
|
$16.4M |
| 4 |
The RealReal
REAL
|
$15.3M |
| 5 |
Roper Technologies
ROP
|
$12.5M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$33.5M |
| 2 |
MDCO
Medicines Co
MDCO
|
$31.2M |
| 3 |
AYX
Alteryx, Inc.
AYX
|
$26.7M |
| 4 |
Microsoft
MSFT
|
$24M |
| 5 |
Salesforce
CRM
|
$22.9M |
Sector Composition
| 1 | Healthcare | 19.13% |
| 2 | Communication Services | 15.01% |
| 3 | Technology | 13.2% |
| 4 | Financials | 12.52% |
| 5 | Consumer Discretionary | 9.02% |
