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
251
$519K 0.06%
56,055
+44,397
252
$514K 0.06%
24,400
-39,950
253
$509K 0.05%
+22,957
254
$502K 0.05%
+10,755
255
$499K 0.05%
+15,000
256
$496K 0.05%
+4,714
257
$490K 0.05%
+13,916
258
$487K 0.05%
3,593
+1,389
259
$480K 0.05%
+8,042
260
$472K 0.05%
+20,642
261
$468K 0.05%
1,572
-644
262
$464K 0.05%
1,765
-1,545
263
$458K 0.05%
+5,271
264
$457K 0.05%
31,645
+21,005
265
$450K 0.05%
+19,428
266
$444K 0.05%
+161,286
267
$439K 0.05%
+43,529
268
$439K 0.05%
+13,004
269
$435K 0.05%
+2,447
270
$428K 0.05%
+14,675
271
$417K 0.04%
+8,299
272
$416K 0.04%
8,030
-1,747
273
$405K 0.04%
5,920
-3,073
274
$402K 0.04%
64,263
-611,046
275
$392K 0.04%
4,990
-80
9 10
11
12 13