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
$480M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$27.2M
3
+$5.98M
4
SAM icon
Boston Beer
SAM
+$5.95M
5
NVDA icon
NVIDIA
NVDA
+$5.04M

Top Sells

1
+$49.5M
2
+$14.7M
3
+$13.6M
4
TWTR
Twitter, Inc.
TWTR
+$13.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.7M

Sector Composition

1 Technology 13.75%
2 Healthcare 12.26%
3 Consumer Discretionary 11.7%
4 Communication Services 8.35%
5 Financials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-3,940
252
– –
-34,938
253
– –
-1,407
254
– –
-40,887
255
– –
0
256
– –
-30,556
257
– –
-4,011
258
– –
-3,522
259
– –
0
260
– –
-9,464
261
– –
-6,873
262
– –
-2,380
263
– –
-14,055
264
– –
-10,577
265
– –
-57,828
266
– –
-29,277
267
– –
-47,549
268
– –
-8,572
269
– –
-12,198
270
– –
-5,221
271
– –
0
272
– –
0
273
– –
-10,437
274
– –
-4,426
275
– –
-14,815
9 10
11
12 13