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
$363M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.24M
3
+$4.08M
4
XYZ
Block Inc
XYZ
+$4.01M
5
MA icon
Mastercard
MA
+$3.69M

Top Sells

1
+$33.1M
2
+$10.4M
3
+$9.52M
4
DKS icon
Dick's Sporting Goods
DKS
+$7.88M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Sector Composition

1 Consumer Discretionary 12.38%
2 Technology 11.11%
3 Financials 10.89%
4 Healthcare 8.36%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$144K 0.02%
+1,516
227
$130K 0.02%
+16,192
228
$120K 0.02%
1,376
-2,534
229
$116K 0.02%
+15,746
230
$96K 0.02%
+17,096
231
$80K 0.01%
+2,829
232
$53K 0.01%
+88,062
233
$46K 0.01%
+21,933
234
$46K 0.01%
1,074
+267
235
$44K 0.01%
+472
236
$39K 0.01%
+1,980
237
$38K 0.01%
+16,000
238
$38K 0.01%
+223
239
$37K 0.01%
+133
240
$31K 0.01%
+2,309
241
$29K ﹤0.01%
+685
242
$27K ﹤0.01%
+3,389
243
$20K ﹤0.01%
45,853
-22,598
244
$13K ﹤0.01%
+107
245
$12K ﹤0.01%
+5
246
$6K ﹤0.01%
6
-13
247
$5K ﹤0.01%
+408
248
– –
0
249
– –
-157,577
250
– –
-5,299
8 9
10
11 12