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
$513M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.6M
3
+$8M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.83M
5
DOCN icon
DigitalOcean
DOCN
+$5.06M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.1M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
CALY
Callaway Golf Company
CALY
+$4.35M

Sector Composition

1 Consumer Discretionary 12.27%
2 Technology 11.26%
3 Communication Services 9.61%
4 Financials 8.88%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$90K 0.02%
+171,126
277
$60K 0.01%
+10
278
$55K 0.01%
+807
279
$38K 0.01%
1,193
-57
280
$31K 0.01%
+68,451
281
$30K 0.01%
+19
282
$26K 0.01%
+1,279
283
$16K ﹤0.01%
+17,447
284
– –
-11,472
285
– –
-12,937
286
– –
-106
287
– –
-15,911
288
– –
0
289
– –
-10,017
290
– –
-3,536
291
– –
-5,667
292
– –
-3,678
293
– –
-269,390
294
– –
-38,035
295
– –
-9,978
296
– –
-11,980
297
– –
-895
298
– –
0
299
– –
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300
– –
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10 11
12
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