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

Top Buys

1
+$35.6M
2
+$28.9M
3
+$6.51M
4
NVDA icon
NVIDIA
NVDA
+$6.29M
5
SAM icon
Boston Beer
SAM
+$5.42M

Top Sells

1
+$48.6M
2
+$14.7M
3
+$14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14M
5
XLF icon
Financial Select Sector SPDR Fund
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
276
– –
-5,717
277
– –
0
278
– –
-18,498
279
– –
-134,226
280
– –
-8,172
281
– –
-2,745
282
– –
0
283
– –
-11,261
284
– –
-2,305
285
– –
-220,004
286
– –
-12,333
287
– –
0
288
– –
-27,885
289
– –
-1,626
290
– –
0
291
– –
-11,415
292
– –
-5,258
293
– –
-55,863
294
– –
-55,932
295
– –
-60,230
296
– –
-20,740
297
– –
-16,851
298
– –
-158,680
299
– –
-2,061
300
– –
-14,241
10 11
12
13 14