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
$929M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$23.6M
3
+$21.7M
4
COST icon
Costco
COST
+$14.3M
5
SONO icon
Sonos
SONO
+$14.3M

Top Sells

1
+$83.1M
2
+$46.1M
3
+$39.1M
4
AMZN icon
Amazon
AMZN
+$36.8M
5
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$19.1M

Sector Composition

1 Healthcare 15.6%
2 Technology 15.38%
3 Consumer Discretionary 12.14%
4 Financials 11.02%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$711K 0.08%
+236,274
227
$685K 0.07%
14,284
+1,014
228
$671K 0.07%
3,555
-7,102
229
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+90,340
230
$669K 0.07%
+37,774
231
$661K 0.07%
4,068
+2,720
232
$654K 0.07%
6,954
-59,306
233
$640K 0.07%
+1,471
234
$634K 0.07%
+6,920
235
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+12,455
236
$632K 0.07%
3,910
237
$630K 0.07%
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238
$630K 0.07%
13,056
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239
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240
$624K 0.07%
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241
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61,980
-26,956
242
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243
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244
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13,375
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245
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26,782
-163,354
246
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+8,258
247
$531K 0.06%
1,932
+761
248
$527K 0.06%
3,711
-3,139
249
$526K 0.06%
+31,472
250
$521K 0.06%
+10,922
8 9
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